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Feed of 09/14/2026
Also filed as Jennifer Lucius
At current firm
0 y
since Feb 6, 2026
In the industry
11 y
since Sep 1, 2015 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- F••••• I••••••••• independent RIA currentsince Feb 6, 2026 · Plano, Tx
- M••••• S•••••• wirehouseJan 27, 2025 to Dec 25, 2025 · Tampa, Fl
- F••••••• P••••••• A•• W•••••••• A••••••• formerFeb 7, 2022 to Jan 6, 2025 · Merrimack, Nh
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseFeb 4, 2020 to Nov 17, 2021 · Tampa, Fl
- F•••••• F•••••••• A•••••••• L•• BD affiliatedJul 24, 2019 to Jan 16, 2020 · Tampa, Fl
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to F••••• I•••••••••left Dec 25, 2025, registered Feb 6, 2026 (43 days) · Wirehouse to independent RIA
- F••••••• P••••••• A•• W•••••••• A••••••• to M••••• S••••••left Jan 6, 2025, registered Jan 27, 2025 (21 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to F••••••• P••••••• A•• W•••••••• A•••••••left Nov 17, 2021, registered Feb 7, 2022 (82 days) · Wirehouse to affiliated broker-dealer or bank
- F•••••• F•••••••• A•••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jan 16, 2020, registered Feb 4, 2020 (19 days) · Affiliated broker-dealer or bank to wirehouse
Signals
- J••••••• L• L••••• left M••••• S•••••• for F••••• I••••••••• (registered 2026-02-06)Dec 25, 2025 · Advisor changed firm · fact
- J••••••• L• L••••• left F••••••• P••••••• A•• W•••••••• A••••••• for M••••• S•••••• (registered 2025-01-27)Jan 6, 2025 · 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
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address