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Registered advisor
R••••• J••••• P•••
Feed of 09/19/2026
Also filed as Josh P•••
At current firm
0 y
since Sep 8, 2026
In the industry
10 y
since Aug 1, 2016 (earliest exam, job or registration)
Prior registered firms
0
IAPD previous registrations
State registrations
3
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
- T••••••• I••••••••• M••••••••• I••• BD affiliated currentsince Sep 8, 2026 · Bristol , Ct
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
Signals
- R••••• J••••• P••• added a DC registration at T••••••• I••••••••• M••••••••• I•••Sep 18, 2026 · New state registration · fact
- R••••• J••••• P••• added a OK registration at T••••••• I••••••••• M••••••••• I•••Sep 15, 2026 · New state registration · fact
- R••••• J••••• P••• added a CT registration at T••••••• I••••••••• M••••••••• I•••Sep 8, 2026 · New state registration · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address