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Registered advisor

J••• J• M•••••

P••• A••••• S••••••••• L••BD affiliatedRye Brook, Nydual registrantIAPD 819296
Certified Financial Planner
Feed of 09/14/2026
Also filed as J••• J••••• M•••••
At current firm
10 y
since Jul 1, 2016
In the industry
37 y
since May 23, 1989 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
5
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
  • 1••• C•••••• M••••••••• C•••••• unclassified
    Jun 6, 2002 to Mar 29, 2007 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
Signals
No dated event on this person.
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
37derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address