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Registered advisor
S•••••• M•••• C••••
Certified Financial Planner · Personal Financial Specialist
Feed of 09/14/2026
Also filed as Sandra M Calio
At current firm
6 y
since Jul 8, 2020
In the industry
29 y
since Sep 1, 1997 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- P••••••••• F•••••••• S•••••••• L•• state registered currentsince Jul 8, 2020 · Rocky River, Oh
- P••••••••• W••••• P••••••• L•• unclassifiedAug 17, 2017 to Aug 10, 2020 · Rocky River, Oh
Moves
a registration end followed by a registration begin elsewhere
- P••••••••• W••••• P••••••• L•• to P••••••••• F•••••••• S•••••••• L••left Aug 10, 2020, registered Jul 8, 2020 (-33 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
- STATE REGISTEREDderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address