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Registered advisor
M••• E••••• T•••••••
Feed of 09/14/2026
At current firm
7 y
since Apr 5, 2019
In the industry
38 y
since Nov 13, 1987 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- P•••••• A•••••• G••••• L•• BD affiliated currentsince Apr 5, 2019 · St. Clair Shores, Mi
- I••••••••• F•••••••• P••••••• BD affiliatedNov 5, 2014 to Mar 29, 2019 · Grosse Point Woods, Mi
- U•• F•••••••• S••••••• I••• wirehouseDec 16, 2004 to May 25, 2007 · Grosse Pointe Farms, Mi
Moves
a registration end followed by a registration begin elsewhere
- I••••••••• F•••••••• P••••••• to P•••••• A•••••• G••••• L••left Mar 29, 2019, registered Apr 5, 2019 (7 days) · Affiliated broker-dealer or bank to independent RIA
- U•• F•••••••• S••••••• I••• to I••••••••• F•••••••• P•••••••left May 25, 2007, registered Nov 5, 2014 (2721 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
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address