M••• M•••••• H•••••••

• C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated current
  since Nov 25, 2025 · Lagrange, Ga
• D•••••• L••• S••••• L•• former
  Jan 6, 2026 to Apr 3, 2026 · Rome, Ga
• D•••••• L••• S••••• L•• former
  Dec 1, 2009 to Dec 31, 2025 · Lagrange, Ga
• R•• C•••••• M••••••• L•• national BD
  Dec 15, 2006 to Dec 11, 2009 · Atlanta, Ga
• C••••• I••••••••• S••••••• L•• former
  Oct 29, 2002 to Dec 31, 2006 · Lagrange, Ga

• D•••••• L••• S••••• L•• to no registered destination
  left Apr 3, 2026 · Departure, no registered destination
• D•••••• L••• S••••• L•• to C•••••••• I••••••••• R••••••• A•••••••• I•••
  left Dec 31, 2025, registered Nov 25, 2025 (-36 days) · corporate re-registration, not a move
• R•• C•••••• M••••••• L•• to D•••••• L••• S••••• L••
  left Dec 11, 2009, registered Dec 1, 2009 (-10 days) · Other
• C••••• I••••••••• S••••••• L•• to R•• C•••••• M••••••• L••
  left Dec 31, 2006, registered Dec 15, 2006 (-16 days) · Other

• M••• M•••••• H••••••• no longer registered at D•••••• L••• S••••• L••; no later IA registration on IAPD
  Apr 3, 2026 · Advisor departure · 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