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J••• J••••• S••••
- Professional profile
- ••• Lockedreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- R•• A•••••••• L•• independent RIA currentsince Feb 18, 2022 · Vestavia Hills, Al
- E••••• J•••• national BDNov 2, 2018 to Feb 22, 2022 · Berea, Oh
- E••••• J•••• to R•• A•••••••• L••left Feb 22, 2022, registered Feb 18, 2022 (-4 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- ••• LockedFeb 22, 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
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address