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Registered advisor

E•••••••• J•• F•••••

U•• F•••••••• S••••••• I•••wirehouseBoxborough, Ma dual registrantIAPD 6189833

Feed of 09/14/2026

Also filed as Elizabeth Joy Iannotti

At current firm

2 y

since Mar 4, 2024

In the industry

13 y

since Apr 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

U•• F•••••••• S••••••• I••• wirehouse current
since Mar 4, 2024 · Boston, Ma
A••••••• A••••••• S•••••••• L•• BD affiliated
Jan 31, 2023 to Jan 3, 2024 · Sudbury, Ma
U•• F•••••••• S••••••• I••• wirehouse
Mar 13, 2018 to Dec 12, 2022 · Wellesley, Ma
M••••• S•••••• wirehouse
Sep 20, 2014 to Feb 28, 2018 · Columbia, Md

Moves

a registration end followed by a registration begin elsewhere

A••••••• A••••••• S•••••••• L•• to U•• F•••••••• S••••••• I•••
left Jan 3, 2024, registered Mar 4, 2024 (61 days) · Affiliated broker-dealer or bank to wirehouse
U•• F•••••••• S••••••• I••• to A••••••• A••••••• S•••••••• L••
left Dec 12, 2022, registered Jan 31, 2023 (50 days) · Wirehouse to affiliated broker-dealer or bank
M••••• S•••••• to U•• F•••••••• S••••••• I•••
left Feb 28, 2018, registered Mar 13, 2018 (13 days) · Wirehouse to wirehouse

Signals

E•••••••• J•• F••••• left A••••••• A••••••• S•••••••• L•• for U•• F•••••••• S••••••• I••• (registered 2024-03-04)
Jan 3, 2024 · Advisor changed firm · fact
E•••••••• J•• F••••• left U•• F•••••••• S••••••• I••• for A••••••• A••••••• S•••••••• L•• (registered 2023-01-31)
Dec 12, 2022 · Advisor changed firm · fact

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: Wirehousederived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address