J••••• B••••• C•••••••

• R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated current
  since Apr 16, 2026 · Burlington, Nc
• L•• F•••••••• L•• BD affiliated
  Sep 11, 2023 to Apr 30, 2026 · Burlington, Nc
• W•••• F•••• A••••••• wirehouse
  Oct 11, 2019 to Jun 13, 2022 · Greensboro, Nc
• E••••• J•••• national BD
  Jan 9, 2019 to Jul 19, 2019 · Gibsonville, Nc

• L•• F•••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
  left Apr 30, 2026, registered Apr 16, 2026 (-14 days) · Affiliated broker-dealer or bank to another · moved with a team
• W•••• F•••• A••••••• to L•• F•••••••• L••
  left Jun 13, 2022, registered Sep 11, 2023 (455 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
• E••••• J•••• to W•••• F•••• A•••••••
  left Jul 19, 2019, registered Oct 11, 2019 (84 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team

• ••• Locked
  Apr 30, 2026 · Advisor changed firm · fact
• ••• Locked
  Jun 13, 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

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