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RIA Intelligence
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Registered advisor
E•••• P•••••
Feed of 09/14/2026
Also filed as E•••• Michele P•••••
At current firm
10 y
since Mar 14, 2016
In the industry
26 y
since Jan 10, 2000 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
2
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- G••• F•• W••••• A•••••••• L•• independent RIA currentsince Sep 23, 2022 · Rockland, De
- E•••• P••••• C••••••••• I••• state registered currentsince Mar 14, 2016 · Rockland, De
- E•••• P••••• C••••••••• I••• state registeredAug 25, 2006 to Dec 31, 2015 · Glen Mills, Pa
- D••••••• C•••••• M••••••••• unclassifiedJan 10, 2000 to Sep 20, 2006 · Devon, Pa
Moves
a registration end followed by a registration begin elsewhere
- D••••••• C•••••• M••••••••• to E•••• P••••• C••••••••• I•••left Sep 20, 2006, registered Aug 25, 2006 (-26 days) · Other
Signals
No dated event on this person.
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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address