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Registered advisor
D•••• J• R••••••
Certified Financial Planner
Feed of 09/14/2026
At current firm
2 y
since Feb 1, 2024
In the industry
14 y
since Sep 1, 2012 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
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
- T•••• W••••• M••••••••• state registered currentsince Feb 1, 2024 · Grosse Pointe Shores, Mi
- R•••••• J•••• • A••••••••• I••• national BDMar 8, 2023 to Aug 22, 2023 · Birmingham, Mi
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• • A••••••••• I••• to T•••• W••••• M•••••••••left Aug 22, 2023, registered Feb 1, 2024 (163 days) · Affiliated broker-dealer or bank to a state-registered adviser
Signals
- D•••• J• R•••••• left R•••••• J•••• • A••••••••• I••• for T•••• W••••• M••••••••• (registered 2024-02-01)Aug 22, 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
- STATE REGISTEREDderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address