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Registered advisor

F•••• O••••

C•••••••• G••••• M•••••• I•••BD affiliatedJacksonville, Fldual registrantIAPD 7048327

Feed of 09/14/2026

Also filed as F•••• O••••••••• A•••••• O••••••••• A•••••• C•••••• O••••

At current firm

1 y

since Jan 10, 2025

In the industry

10 y

since Aug 1, 2016 (earliest exam, job or registration)

Prior registered firms

4

IAPD previous registrations

State registrations

1

current, as an IAR

Firms today

1

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

3

dated events on this person

Registration history

IAPD current and previous registrations

C•••••••• G••••• M•••••• I••• BD affiliated current
since Jan 10, 2025 · Jacksonville, Fl

W•••• F•••• A••••••• wirehouse
May 14, 2024 to Oct 31, 2024 · Jacksonville, Fl
L•• F•••••••• L•• BD affiliated
May 10, 2023 to May 9, 2024 · Madison, Nj
F••••••• P••••••• A•• W•••••••• A••••••• former
Jan 14, 2022 to Jun 29, 2022 · Merrimack, Nh
W•••• F•••• A••••••• wirehouse
Apr 27, 2021 to Dec 16, 2021 · Fort Lee, Nj

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to C•••••••• G••••• M•••••• I•••
left Oct 31, 2024, registered Jan 10, 2025 (71 days) · Wirehouse to affiliated broker-dealer or bank
L•• F•••••••• L•• to W•••• F•••• A•••••••
left May 9, 2024, registered May 14, 2024 (5 days) · Affiliated broker-dealer or bank to wirehouse
F••••••• P••••••• A•• W•••••••• A••••••• to L•• F•••••••• L••
left Jun 29, 2022, registered May 10, 2023 (315 days) · Affiliated broker-dealer or bank to another
W•••• F•••• A••••••• to F••••••• P••••••• A•• W•••••••• A•••••••
left Dec 16, 2021, registered Jan 14, 2022 (29 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team

Signals

••• Locked
Oct 31, 2024 · Advisor changed firm · fact
••• Locked
May 9, 2024 · Advisor changed firm · fact
••• Locked
Jun 29, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address