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Registered advisor
B•• R• M•••••••
Feed of 09/14/2026
Also filed as R•••• M••••••••• R•••••• M••••••••• R•••••• M•••••••
At current firm
14 y
since Mar 16, 2012
In the industry
23 y
since Mar 24, 2003 (earliest exam, job or registration)
Prior registered firms
3
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
- V•••• F•••••••• A•••••••• I••• BD affiliated currentsince Mar 16, 2012 · Macon, Ga
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseSep 11, 2008 to Jun 23, 2011 · Albany, Ga
- S•••••• I••••••••• A•••••••• I••• unclassifiedAug 13, 2003 to Dec 31, 2006 · Columbus, Ga
- S•••••• F•••• I••••••••• A••••••• unclassifiedMar 24, 2003 to Sep 15, 2003 · Columbus, Ga
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to V•••• F•••••••• A•••••••• I•••left Jun 23, 2011, registered Mar 16, 2012 (267 days) · Other
- S•••••• I••••••••• A•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Dec 31, 2006, registered Sep 11, 2008 (620 days) · Other
- S•••••• F•••• I••••••••• A••••••• to S•••••• I••••••••• A•••••••• I•••left Sep 15, 2003, registered Aug 13, 2003 (-33 days) · Other
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address