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Feed of 09/15/2026
Also filed as L••• P Byrne
At current firm
3 y
since Sep 5, 2023
In the industry
28 y
since Sep 14, 1998 (earliest exam, job or registration)
Prior registered firms
5
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- M••••• S•••••• wirehouse currentsince Sep 5, 2023 · Bountiful, Ut
- E•••••• C•••••• M••••••••• L•• formerJul 19, 2021 to Sep 5, 2023 · Arlington, Va
- W•••• F•••• A••••••• wirehouseJun 10, 2014 to Jun 22, 2021 · Salt Lake City, Ut
- U•• F•••••••• S••••••• I••• wirehouseJan 13, 2012 to May 27, 2014 · Salt Lake City, Ut
- M••••• S•••••• wirehouseJun 1, 2009 to Jan 19, 2012 · Salt Lake City, Ut
- C•••••••• G••••• M•••••• I••• BD affiliatedSep 18, 2007 to Jun 1, 2009 · Salt Lake City, Ut
Moves
a registration end followed by a registration begin elsewhere
- E•••••• C•••••• M••••••••• L•• to M••••• S••••••left Sep 5, 2023, registered Sep 5, 2023 (0 days) · corporate re-registration, not a move
- W•••• F•••• A••••••• to E•••••• C•••••• M••••••••• L••left Jun 22, 2021, registered Jul 19, 2021 (27 days) · Wirehouse to independent RIA
- U•• F•••••••• S••••••• I••• to W•••• F•••• A•••••••left May 27, 2014, registered Jun 10, 2014 (14 days) · Wirehouse to wirehouse
- M••••• S•••••• to U•• F•••••••• S••••••• I•••left Jan 19, 2012, registered Jan 13, 2012 (-6 days) · Wirehouse to wirehouse
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address