J••••• T••• O•••••

• U••• B•••••• A•••••••• L•• BD affiliated current
  since Feb 13, 2026 · Portland, Or
• U••• B•••••• I••••••••• I••• former
  Aug 21, 2023 to Feb 13, 2026 · Portland, Or
• M••••• S•••••• wirehouse
  Jun 24, 2019 to Aug 3, 2023 · Medford, Or
• W•••• F•••• A••••••• wirehouse
  Jun 28, 2016 to Dec 1, 2016 · Lake Oswego, Or

• U••• B•••••• I••••••••• I••• to U••• B•••••• A•••••••• L••
  left Feb 13, 2026, registered Feb 13, 2026 (0 days) · corporate re-registration, not a move
• M••••• S•••••• to U••• B•••••• I••••••••• I•••
  left Aug 3, 2023, registered Aug 21, 2023 (18 days) · Wirehouse to affiliated broker-dealer or bank
• W•••• F•••• A••••••• to M••••• S••••••
  left Dec 1, 2016, registered Jun 24, 2019 (935 days) · Wirehouse to wirehouse

• ••• Locked
  Aug 3, 2023 · 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

Broker-dealer affiliated wealth managerderived

Years in industry

12derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address