D••••• P•••••• M•••••

• S••••• F••••••••• L•• BD affiliated current
  since Jan 5, 2026 · Bradenton, Fl
• W•••• F•••• A••••••• wirehouse
  Jul 29, 2011 to May 8, 2023 · Birmingham, Mi
• U•• F•••••••• S••••••• I••• wirehouse
  Sep 19, 2002 to Aug 4, 2011 · Farmington Hills, Mi

• W•••• F•••• A••••••• to S••••• F••••••••• L••
  left May 8, 2023, registered Jan 5, 2026 (973 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
• U•• F•••••••• S••••••• I••• to W•••• F•••• A•••••••
  left Aug 4, 2011, registered Jul 29, 2011 (-6 days) · Wirehouse to wirehouse

• ••• Locked
  May 8, 2023 · Advisor changed firm · fact

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Broker-dealer affiliated wealth managerderived

Years in industry

44derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address