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Registered advisor
M••• E•••• F•••••••••
Feed of 09/15/2026
Also filed as M••• E•••• F•••••••••
At current firm
18 y
since Feb 19, 2008
In the industry
34 y
since May 1, 1992 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
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
- W•••• F•••• A••••••• wirehouse currentsince Feb 19, 2008 · Mclean, Va
- M••••• S•••••• • C•• L•• unclassifiedApr 2, 2007 to Feb 25, 2008 · Reston, Va
- M••••• S•••••• D• I••• unclassifiedNov 3, 1999 to Apr 2, 2007 · Reston, Va
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• • C•• L•• to W•••• F•••• A•••••••left Feb 25, 2008, registered Feb 19, 2008 (-6 days) · Other
- M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
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
- Wirehousederived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address