F•••••• F•• F••••

• F••••• I••••••••• independent RIA current
  since Sep 21, 2026 · Plano, Tx
• R•••••• J•••• • A••••••••• I••• national BD
  May 22, 2019 to Feb 5, 2026 · St. Petersburg, Fl
• A•••••• C•••••• M••••••••• L•• former
  Mar 23, 2017 to Jan 8, 2019 · Sarasota, Fl
• G••••• F•••••••• P•••••• C••••••• I••• former
  Dec 6, 2013 to Dec 27, 2016 · Sarasota, Fl

• R•••••• J•••• • A••••••••• I••• to F••••• I•••••••••
  left Feb 5, 2026, registered Sep 21, 2026 (228 days) · Affiliated broker-dealer or bank to independent RIA
• A•••••• C•••••• M••••••••• L•• to R•••••• J•••• • A••••••••• I•••
  left Jan 8, 2019, registered May 22, 2019 (134 days) · Other
• G••••• F•••••••• P•••••• C••••••• I••• to A•••••• C•••••• M••••••••• L••
  left Dec 27, 2016, registered Mar 23, 2017 (86 days) · Other

• ••• Locked
  Sep 21, 2026 · Advisor registered · 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

Independent wealth managerderived

Years in industry

12derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address