J•••• G• B••••••

T••••• W•••••• L•••••independent RIAOrange Park, Fl IA-onlyIAPD 6324090

Certified Financial Planner

Feed of 09/22/2026

Also filed as J•••• G••••• B••••••

At current firm

0 y

since Sep 21, 2026

In the industry

12 y

since Apr 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

T••••• W•••••• L••••• independent RIA current
since Sep 21, 2026 · Orange Park, Fl
S•••••••• A••••••• L•• national BD
Mar 31, 2025 to May 6, 2026 · Jacksonville, Fl
F••••••• P••••••• A•• W•••••••• A••••••• former
Jan 4, 2019 to Mar 31, 2025 · Jacksonville, Fl

Moves

a registration end followed by a registration begin elsewhere

S•••••••• A••••••• L•• to T••••• W•••••• L•••••
left May 6, 2026, registered Sep 21, 2026 (138 days) · Affiliated broker-dealer or bank to independent RIA
F••••••• P••••••• A•• W•••••••• A••••••• to S•••••••• A••••••• L••
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move

Signals

••• Locked
Sep 21, 2026 · Advisor registered · 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: Independent wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address