B•••••• J•••••• S••••••••

• D••••••••• W••••• state registered current
  since Mar 5, 2026 · Advance, Nc
• S•••••••• A••••••• L•• national BD
  Mar 31, 2025 to Mar 17, 2026 · Winston-Salem, Nc
• F••••••• P••••••• A•• W•••••••• A••••••• former
  Jul 24, 2021 to Mar 31, 2025 · Winston-Salem, Nc
• T••••• A••••••• S•••••••• I••• BD affiliated
  Feb 17, 2021 to Jun 23, 2021 · Atlanta, Ga
• B••• S••••••••• L•• former
  Dec 7, 2020 to Feb 17, 2021 · Richmond, Va

• S•••••••• A••••••• L•• to D••••••••• W•••••
  left Mar 17, 2026, registered Mar 5, 2026 (-12 days) · Affiliated broker-dealer or bank to a state-registered adviser
• F••••••• P••••••• A•• W•••••••• A••••••• to S•••••••• A••••••• L••
  left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
• T••••• A••••••• S•••••••• I••• to F••••••• P••••••• A•• W•••••••• A•••••••
  left Jun 23, 2021, registered Jul 24, 2021 (31 days) · Affiliated broker-dealer or bank to another
• B••• S••••••••• L•• to T••••• A••••••• S•••••••• I•••
  left Feb 17, 2021, registered Feb 17, 2021 (0 days) · corporate re-registration, not a move

• B•••••• J•••••• S•••••••• left S•••••••• A••••••• L•• for D••••••••• W••••• (registered 2026-03-05)
  Mar 17, 2026 · 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

STATE REGISTEREDderived

Years in industry

13derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address