F•••• A•••••• C••••

• L•• F•••••••• L•• BD affiliated current
  since Aug 24, 2026 · Camp Hill, Pa
• C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
  Aug 7, 2009 to Aug 24, 2026 · Camp Hill, Pa
• T•• C••••••••• G••••• L•• unclassified
  Aug 24, 2006 to Dec 31, 2009 · Camp Hill, Pa
• M••••• S•••••• C••••••••• unclassified
  Jan 25, 2006 to Sep 13, 2006 · Camp Hill, Pa

• C•••••••• I••••••••• R••••••• A•••••••• I••• to L•• F•••••••• L••
  left Aug 24, 2026, registered Aug 24, 2026 (0 days) · corporate re-registration, not a move
• T•• C••••••••• G••••• L•• to C•••••••• I••••••••• R••••••• A•••••••• I•••
  left Dec 31, 2009, registered Aug 7, 2009 (-146 days) · Other
• M••••• S•••••• C••••••••• to T•• C••••••••• G••••• L••
  left Sep 13, 2006, registered Aug 24, 2006 (-20 days) · Other

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

43derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address