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Registered advisor
J••••• E••••• J••••••
Feed of 09/14/2026
Also filed as J•• J••••••
At current firm
7 y
since Dec 10, 2018
In the industry
13 y
since May 18, 2013 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- T••••• A••••••• S•••••••• I••• BD affiliated currentsince Dec 10, 2018 · Okahumpka, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseDec 1, 2015 to Nov 20, 2018 · Lady Lake, Fl
- E••••• J•••• national BDMay 23, 2013 to Nov 3, 2015 · St Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to T••••• A••••••• S•••••••• I•••left Nov 20, 2018, registered Dec 10, 2018 (20 days) · Wirehouse to affiliated broker-dealer or bank
- E••••• J•••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Nov 3, 2015, registered Dec 1, 2015 (28 days) · Affiliated broker-dealer or bank to wirehouse
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address