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Registered advisor
M••••• M•• B•••
R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedSt. Petersburg, Fl dual registrantIAPD 6263842
Feed of 09/15/2026
Also filed as M••••• M•• S••••••
At current firm
4 y
since May 19, 2022
In the industry
12 y
since Oct 1, 2013 (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 May 19, 2022 · Saint Petersburg, Fl
- R•••••• J•••• • A••••••••• I••• national BD currentsince May 19, 2022 · St. Petersburg, Fl
- W•••• F•••• A••••••• wirehouseOct 2, 2015 to Apr 21, 2022 · Lafayette, La
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Apr 21, 2022, registered May 19, 2022 (28 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- ••• LockedApr 21, 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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address