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Registered advisor

L•••• J••• K•••••

W•••• F•••• A•••••••wirehouseClarkson , Midual registrantIAPD 7487010

Feed of 09/14/2026

Also filed as L•••• J• K•••••

At current firm

1 y

since Jun 18, 2025

In the industry

13 y

since Sep 1, 2013 (earliest exam, job or registration)

Prior registered firms

3

IAPD previous registrations

State registrations

2

current, as an IAR

Firms today

1

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

3

dated events on this person

Registration history

IAPD current and previous registrations

W•••• F•••• A••••••• wirehouse current
since Jun 18, 2025 · Clarkson , Mi

A••••••••• F•••••••• S•••••••• L•• national BD
May 4, 2023 to Jun 26, 2025 · Troy, Mi
J••• M••••• S••••••••• L•• wirehouse
Feb 14, 2023 to Mar 7, 2023 · Huntington Woods, Mi
M••••• S•••••• wirehouse
Aug 29, 2022 to Oct 13, 2022 · Birmingham, Mi

Moves

a registration end followed by a registration begin elsewhere

A••••••••• F•••••••• S•••••••• L•• to W•••• F•••• A•••••••
left Jun 26, 2025, registered Jun 18, 2025 (-8 days) · Affiliated broker-dealer or bank to wirehouse
J••• M••••• S••••••••• L•• to A••••••••• F•••••••• S•••••••• L••
left Mar 7, 2023, registered May 4, 2023 (58 days) · Wirehouse to affiliated broker-dealer or bank
M••••• S•••••• to J••• M••••• S••••••••• L••
left Oct 13, 2022, registered Feb 14, 2023 (124 days) · Wirehouse to wirehouse

Signals

••• Locked
Jun 26, 2025 · Advisor changed firm · fact
••• Locked
Mar 7, 2023 · Advisor changed firm · fact
••• Locked
Oct 13, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address