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Registered advisor

I••••• R•••••

J••• M••••• S••••••••• L••wirehouseSan Antonio, Txdual registrantIAPD 7078002

Feed of 09/14/2026

Also filed as Izzy R•••••

At current firm

1 y

since Jul 10, 2025

In the industry

12 y

since Aug 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J••• M••••• S••••••••• L•• wirehouse current
since Jul 10, 2025 · San Antonio, Tx
E••••• J•••• national BD
Mar 28, 2024 to Jul 7, 2025 · St Louis, Mo
J••• M••••• S••••••••• L•• wirehouse
Oct 31, 2022 to Mar 19, 2024 · Plano, Tx
F••••• I••••••••• independent RIA
Nov 15, 2021 to Aug 29, 2022 · Plano, Tx
V••••••• A•••••••• I••• BD affiliated
Oct 20, 2020 to Nov 12, 2021 · Scottsdale, Az
F•••• C•••••• A••••••• S••••••• BD affiliated
Aug 5, 2019 to Sep 4, 2020 · Fort Worth, Tx

Moves

a registration end followed by a registration begin elsewhere

E••••• J•••• to J••• M••••• S••••••••• L••
left Jul 7, 2025, registered Jul 10, 2025 (3 days) · Affiliated broker-dealer or bank to wirehouse
J••• M••••• S••••••••• L•• to E••••• J••••
left Mar 19, 2024, registered Mar 28, 2024 (9 days) · Wirehouse to affiliated broker-dealer or bank
F••••• I••••••••• to J••• M••••• S••••••••• L••
left Aug 29, 2022, registered Oct 31, 2022 (63 days) · RIA to wirehouse
V••••••• A•••••••• I••• to F••••• I•••••••••
left Nov 12, 2021, registered Nov 15, 2021 (3 days) · Affiliated broker-dealer or bank to independent RIA
F•••• C•••••• A••••••• S••••••• to V••••••• A•••••••• I•••
left Sep 4, 2020, registered Oct 20, 2020 (46 days) · Affiliated broker-dealer or bank to another

Signals

I••••• R••••• left E••••• J•••• for J••• M••••• S••••••••• L•• (registered 2025-07-10)
Jul 7, 2025 · Advisor changed firm · fact
I••••• R••••• left J••• M••••• S••••••••• L•• for E••••• J•••• (registered 2024-03-28)
Mar 19, 2024 · Advisor changed firm · fact
I••••• R••••• left F••••• I••••••••• for J••• M••••• S••••••••• L•• (registered 2022-10-31)
Aug 29, 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: Wirehousederived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address