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Registered advisor
J••• T••••• R••••
Feed of 09/14/2026
Also filed as J••• T••••• R••••
At current firm
5 y
since Feb 22, 2021
In the industry
13 y
since Jun 12, 2013 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
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
- N••••••••• M••••• I••••••••• S••••••••• no RAUM currentsince Feb 22, 2021 · Atlanta, Ga
- U•• F•••••••• S••••••• I••• wirehouseJul 7, 2014 to Jan 22, 2021 · Atlanta, Ga
- I•••••• A•••••••• I••• asset managerJun 17, 2013 to Jun 4, 2014 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- U•• F•••••••• S••••••• I••• to N••••••••• M••••• I••••••••• S•••••••••left Jan 22, 2021, registered Feb 22, 2021 (31 days) · Other
- I•••••• A•••••••• I••• to U•• F•••••••• S••••••• I•••left Jun 4, 2014, registered Jul 7, 2014 (33 days) · Other
Signals
No dated event on this person.
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- No RAUM reportedderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address