C••••••••• J••••• T•••••

• A••••••••• L••• other current
  since Mar 30, 2022 · Washington, Dc
• F••••••• P••••••• A•• W•••••••• A••••••• former
  Jul 13, 2018 to Mar 19, 2022 · Boston, Ma
• S•••••••• A••••••• L•• national BD
  Jul 2, 2015 to Jul 13, 2018 · Tysons Corner, Va

• F••••••• P••••••• A•• W•••••••• A••••••• to A••••••••• L•••
  left Mar 19, 2022, registered Mar 30, 2022 (11 days) · Other
• S•••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••
  left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move

• ••• Locked
  Mar 19, 2022 · Advisor changed firm · 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

Other adviserderived

Years in industry

12derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address