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Registered advisor
M•••• M••••••• C•••
Feed of 09/15/2026
Also filed as M•••• M••••••• Bonviso
At current firm
3 y
since Jul 12, 2023
In the industry
35 y
since Jul 23, 1991 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
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
- S•••••• P••••••• I••••••••• A•••••••• L•• BD affiliated currentsince Jul 12, 2023 · Battle Ground, Wa
- R•• C•••••• M••••••• L•• national BDJan 25, 2011 to Aug 18, 2015 · Portland, Or
- U•• F•••••••• S••••••• I••• wirehouseOct 18, 2007 to Jan 31, 2011 · Portland, Or
- P••••••• • C•••••• formerDec 12, 2006 to Oct 19, 2007 · Portland, Or
- C••• F•••••••• S•••••••• L••• formerFeb 1, 2006 to Dec 13, 2006 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- R•• C•••••• M••••••• L•• to S•••••• P••••••• I••••••••• A•••••••• L••left Aug 18, 2015, registered Jul 12, 2023 (2885 days) · Affiliated broker-dealer or bank to another
- U•• F•••••••• S••••••• I••• to R•• C•••••• M••••••• L••left Jan 31, 2011, registered Jan 25, 2011 (-6 days) · Wirehouse to affiliated broker-dealer or bank
- P••••••• • C•••••• to U•• F•••••••• S••••••• I•••left Oct 19, 2007, registered Oct 18, 2007 (-1 days) · Other
- C••• F•••••••• S•••••••• L••• to P••••••• • C••••••left Dec 13, 2006, registered Dec 12, 2006 (-1 days) · Other
Signals
No dated event on this person.
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address