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Registered advisor
J••• K••••• R•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as John Rankin
At current firm
4 y
since Aug 5, 2022
In the industry
21 y
since Mar 1, 2005 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- C•••••• S••••• • C••• I••• national BD currentsince Aug 5, 2022 · Red Bank, Nj
- T• A••••••••• I••••••••• M••••••••• L•• formerJun 24, 2022 to Sep 7, 2023 · Princeton, Nj
- T• A••••••••• I••• formerJun 24, 2022 to Oct 14, 2022 · Princeton, Nj
- F••••• I••••••••• independent RIAOct 20, 2021 to Jun 6, 2022 · Plano, Tx
- W•••• F•••• A••••••• wirehouseMay 20, 2020 to Sep 16, 2021 · Oakhurst, Nj
- E•••••••• A•••••••• L•• national BDSep 23, 2019 to May 6, 2020 · Toms River, Nj
Moves
a registration end followed by a registration begin elsewhere
- T• A••••••••• I••••••••• M••••••••• L•• to C•••••• S••••• • C••• I•••left Sep 7, 2023, registered Aug 5, 2022 (-398 days) · corporate re-registration, not a move
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Oct 14, 2022, registered Jun 24, 2022 (-112 days) · corporate re-registration, not a move
- F••••• I••••••••• to T• A••••••••• I•••left Jun 6, 2022, registered Jun 24, 2022 (18 days) · Other
- W•••• F•••• A••••••• to F••••• I•••••••••left Sep 16, 2021, registered Oct 20, 2021 (34 days) · Wirehouse to independent RIA
- E•••••••• A•••••••• L•• to W•••• F•••• A•••••••left May 6, 2020, registered May 20, 2020 (14 days) · Affiliated broker-dealer or bank to wirehouse
Signals
- J••• K••••• R••••• left F••••• I••••••••• for T• A••••••••• I••• (registered 2022-06-24)Jun 6, 2022 · Advisor changed firm · 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
- National broker-dealer RIAderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address