J•••• L•• E•••••

• I••••••••• A•••••• A•••••••• L•• i••••••••• wealth current
  since Oct 22, 2018 · Holland, Mi
• I••••••••• F•••••••• P••••••• BD affiliated
  Nov 14, 2017 to Dec 27, 2018 · Holland, Mi
• W•••••• • R••• former
  Apr 12, 2016 to Nov 17, 2017 · Grand Rapids, Mi

• I••••••••• F•••••••• P••••••• to I••••••••• A•••••• A•••••••• L••
  left Dec 27, 2018, registered Oct 22, 2018 (-66 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
• W•••••• • R••• to I••••••••• F•••••••• P•••••••
  left Nov 17, 2017, registered Nov 14, 2017 (-3 days) · Other

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

I••••••••• WEALTHderived

Years in industry

10derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address