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Registered advisor

J••• S•••••••• O•••••

W•••• F•••• A•••••••wirehouseJacksonville, Fldual registrantIAPD 7528731

Feed of 09/14/2026

At current firm

0 y

since Jun 1, 2026

In the industry

12 y

since Sep 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W•••• F•••• A••••••• wirehouse current
since Jun 1, 2026 · Jacksonville, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
May 28, 2024 to May 20, 2026 · Jacksonville, Fl
E••••• J•••• national BD
Jan 23, 2024 to Apr 22, 2024 · Jacksonville, Fl
M••••• S•••••• wirehouse
Feb 15, 2023 to Nov 21, 2023 · Tampa, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Aug 18, 2022 to Jan 11, 2023 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••
left May 20, 2026, registered Jun 1, 2026 (12 days) · Wirehouse to wirehouse · moved with a team
E••••• J•••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Apr 22, 2024, registered May 28, 2024 (36 days) · Affiliated broker-dealer or bank to wirehouse
M••••• S•••••• to E••••• J••••
left Nov 21, 2023, registered Jan 23, 2024 (63 days) · Wirehouse to affiliated broker-dealer or bank
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••
left Jan 11, 2023, registered Feb 15, 2023 (35 days) · Wirehouse to wirehouse

Signals

J••• S•••••••• O••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for W•••• F•••• A••••••• (registered 2026-06-01)
May 20, 2026 · Advisor changed firm · fact
J••• S•••••••• O••••• left E••••• J•••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2024-05-28)
Apr 22, 2024 · Advisor changed firm · fact
J••• S•••••••• O••••• left M••••• S•••••• for E••••• J•••• (registered 2024-01-23)
Nov 21, 2023 · Advisor changed firm · fact
J••• S•••••••• O••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S•••••• (registered 2023-02-15)
Jan 11, 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: Wirehousederived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address