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Registered advisor
J•••• D•••• M••••••
Feed of 09/15/2026
Also filed as James Montijo
At current firm
1 y
since Nov 14, 2024
In the industry
12 y
since Jan 1, 2014 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
9
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
- L•• E••••••••• L•• BD affiliated currentsince Nov 14, 2024 · Great Neck, Ny
- P•••• S••••••••• L•• no RAUMDec 18, 2023 to Nov 14, 2024 · Forest Hills, Ny
- C••••• I••••••••• A••••••• L•• BD affiliatedAug 10, 2023 to Dec 20, 2023 · New York, Ny
- S••••••• F•••••••• S•••••••• I••• formerSep 24, 2021 to Aug 10, 2023 · New York, Ny
- M•• I•••••••• S•••••••• L•• BD affiliatedMay 3, 2021 to Sep 17, 2021 · Paramus, Nj
Moves
a registration end followed by a registration begin elsewhere
- P•••• S••••••••• L•• to L•• E••••••••• L••left Nov 14, 2024, registered Nov 14, 2024 (0 days) · corporate re-registration, not a move
- C••••• I••••••••• A••••••• L•• to P•••• S••••••••• L••left Dec 20, 2023, registered Dec 18, 2023 (-2 days) · Affiliated broker-dealer or bank to another
- S••••••• F•••••••• S•••••••• I••• to C••••• I••••••••• A••••••• L••left Aug 10, 2023, registered Aug 10, 2023 (0 days) · corporate re-registration, not a move
- M•• I•••••••• S•••••••• L•• to S••••••• F•••••••• S•••••••• I•••left Sep 17, 2021, registered Sep 24, 2021 (7 days) · Affiliated broker-dealer or bank to another
Signals
- J•••• D•••• M•••••• left C••••• I••••••••• A••••••• L•• for P•••• S••••••••• L•• (registered 2023-12-18)Dec 20, 2023 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address