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Registered advisor
J••• F••• B••••••
Feed of 09/14/2026
Also filed as J••• F••• B••••••••• F••• B••••••
At current firm
23 y
since Jul 1, 2003
In the industry
45 y
since Apr 30, 1981 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- W•••• F•••• A••••••• wirehouse currentsince Jul 1, 2003 · Washington, Dc
- P••••••••• E••••• G••••• L•• unclassifiedFeb 19, 1994 to Jul 1, 2003 · Washington, Dc
Moves
a registration end followed by a registration begin elsewhere
- P••••••••• E••••• G••••• L•• to W•••• F•••• A•••••••left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move
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
- Wirehousederived
- Years in industry
- 45derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address