W•••••• R•••

• J••• M••••• S••••••••• L•• wirehouse current
  since May 14, 2026 · Jacksonville, Fl
• M••••• S•••••• wirehouse
  Dec 22, 2022 to Apr 9, 2025 · New York, Ny
• E•••••• A••••••• G••••• L•• BD affiliated
  Mar 8, 2022 to Aug 25, 2022 · Maitland, Fl
• F•••••• F•••••••• A•••••••• L•• BD affiliated
  Oct 22, 2020 to Apr 12, 2021 · Orlando, Fl

• M••••• S•••••• to J••• M••••• S••••••••• L••
  left Apr 9, 2025, registered May 14, 2026 (400 days) · Wirehouse to wirehouse
• E•••••• A••••••• G••••• L•• to M••••• S••••••
  left Aug 25, 2022, registered Dec 22, 2022 (119 days) · Affiliated broker-dealer or bank to wirehouse
• F•••••• F•••••••• A•••••••• L•• to E•••••• A••••••• G••••• L••
  left Apr 12, 2021, registered Mar 8, 2022 (330 days) · Other

• ••• Locked
  Apr 9, 2025 · Advisor changed firm · fact
• ••• Locked
  Aug 25, 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

Wirehousederived

Years in industry

10derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address