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Registered advisor
B•••• J••••• L•••••••
Feed of 09/15/2026
Also filed as B•••• L••••••••• J••••• L•••••••
At current firm
1 y
since Mar 10, 2025
In the industry
12 y
since Feb 20, 2014 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- W•••• F•••• A••••••• wirehouse currentsince Mar 10, 2025 · Red Bank, Nj
- W•••• F•••• A••••••• wirehouseOct 20, 2015 to Mar 10, 2025 · Oakhurst, Nj
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to W•••• F•••• A•••••••left Mar 10, 2025, registered Mar 10, 2025 (0 days) · channel change inside one enterprise, not a move · moved with a team
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address