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Registered advisor
G•••• R••••• T•••••••
Feed of 09/14/2026
Also filed as G•••• R••••• T•••••••
At current firm
0 y
since May 1, 2026
In the industry
24 y
since Aug 8, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- M••••• S•••••• wirehouse currentsince May 1, 2026 · Paramus, Nj
- U•• F•••••••• S••••••• I••• wirehouseJan 21, 2016 to May 12, 2026 · Paramus, Nj
- M••••• S•••••• wirehouseJun 1, 2009 to Jan 20, 2016 · Paramus, Nj
- C•••••••• G••••• M•••••• I••• BD affiliatedAug 17, 2007 to Jun 1, 2009 · Paramus, Nj
- E••••• J•••• national BDJan 25, 2007 to Aug 24, 2007 · Wyckoff, Nj
Moves
a registration end followed by a registration begin elsewhere
- U•• F•••••••• S••••••• I••• to M••••• S••••••left May 12, 2026, registered May 1, 2026 (-11 days) · Wirehouse to wirehouse · moved with a team
- M••••• S•••••• to U•• F•••••••• S••••••• I•••left Jan 20, 2016, registered Jan 21, 2016 (1 days) · Wirehouse to wirehouse · moved with a team
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- E••••• J•••• to C•••••••• G••••• M•••••• I•••left Aug 24, 2007, registered Aug 17, 2007 (-7 days) · Other
Signals
- G•••• R••••• T••••••• left U•• F•••••••• S••••••• I••• for M••••• S•••••• (registered 2026-05-01)May 12, 2026 · Advisor changed firm · 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
- Wirehousederived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address