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Registered advisor
M••••• B••••••
R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedSaint Petersburg, Fl dual registrantIAPD 6180021
Feed of 09/15/2026
Also filed as M••••• B••••••••• A••• B••••••
At current firm
4 y
since Jul 6, 2022
In the industry
14 y
since Mar 1, 2012 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Jul 21, 2022 · Jacksonville, Fl
- R•••••• J•••• • A••••••••• I••• national BD currentsince Jul 6, 2022 · St. Petersburg, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMar 8, 2018 to May 20, 2022 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to R•••••• J•••• • A••••••••• I•••left May 20, 2022, registered Jul 6, 2022 (47 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- ••• LockedMay 20, 2022 · Advisor changed firm · fact
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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address