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Registered advisor

J••• M•••••• P•••••

V•••••• A•••••••• I•••BD affiliatedColumbus, Msdual registrantIAPD 7446842
Feed of 09/14/2026
Also filed as J• M•••••• P•••••
At current firm
4 y
since Jul 18, 2022
In the industry
33 y
since Aug 1, 1993 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
  • C••••••••• A••••••••• L•• unclassified
    Dec 13, 2022 to Dec 31, 2024 · Columbus, Ms
Moves
a registration end followed by a registration begin elsewhere
  • C••••••••• A••••••••• L•• to no registered destination
    left Dec 31, 2024 · Departure, no registered destination
Signals
  • ••• Locked
    Dec 31, 2024 · Advisor departure · fact
Transition signals

Mobility scoring is not published yet.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
Broker-dealer affiliated wealth managerderived
Years in industry
33derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address