J•••••• K••

• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse current
  since Aug 26, 2025 · Atlanta, Ga
• J••• M••••• S••••••••• L•• wirehouse
  Jul 19, 2019 to Jul 28, 2025 · Flowery Branch, Ga
• M••••• S•••••• wirehouse
  Oct 28, 2014 to Jul 16, 2019 · Duluth, Ga
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
  Apr 13, 2013 to Oct 28, 2014 · Duluth, Ga

• J••• M••••• S••••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
  left Jul 28, 2025, registered Aug 26, 2025 (29 days) · Wirehouse to wirehouse
• M••••• S•••••• to J••• M••••• S••••••••• L••
  left Jul 16, 2019, registered Jul 19, 2019 (3 days) · Wirehouse to wirehouse
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••
  left Oct 28, 2014, registered Oct 28, 2014 (0 days) · Wirehouse to wirehouse

• ••• Locked
  Jul 28, 2025 · Advisor changed firm · fact

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Wirehousederived

Years in industry

13derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address