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Registered advisor
M••• B••• N•••••
Feed of 09/14/2026
Also filed as M••• B••• N•••••
At current firm
2 y
since Apr 18, 2024
In the industry
42 y
since Oct 5, 1983 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- A••••••••• F•••••••• S•••••••• L•• national BD currentsince Apr 18, 2024 · Grand Rapids, Mi
- C••••• I••••••••• A••••••• L•• BD affiliatedJun 29, 2023 to Apr 9, 2024 · Grandville, Mi
- C••••• A•••••• N••••••• L•• formerMay 20, 2021 to Jun 29, 2023 · Grandville, Mi
- S••••• F•••••••• G•••• I•• formerDec 7, 2017 to May 20, 2021 · Grandville, Mi
- S••••• F•••••••• G•••• I•• formerFeb 25, 2015 to Sep 28, 2017 · Grandville, Mi
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMar 23, 1992 to Nov 24, 2014 · Grand Rapids, Mi
Moves
a registration end followed by a registration begin elsewhere
- C••••• I••••••••• A••••••• L•• to A••••••••• F•••••••• S•••••••• L••left Apr 9, 2024, registered Apr 18, 2024 (9 days) · Affiliated broker-dealer or bank to another
- C••••• A•••••• N••••••• L•• to C••••• I••••••••• A••••••• L••left Jun 29, 2023, registered Jun 29, 2023 (0 days) · corporate re-registration, not a move
- S••••• F•••••••• G•••• I•• to C••••• A•••••• N••••••• L••left May 20, 2021, registered May 20, 2021 (0 days) · channel change inside one enterprise, not a move · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to S••••• F•••••••• G•••• I••left Nov 24, 2014, registered Feb 25, 2015 (93 days) · Other
Signals
- M••• B••• N••••• left C••••• I••••••••• A••••••• L•• for A••••••••• F•••••••• S•••••••• L•• (registered 2024-04-18)Apr 9, 2024 · a•••••• firm change · fact
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
- National broker-dealer RIAderived
- Years in industry
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address