D•••••• M•••••• D••••••••

• W•••• I••••••••• A•••••••• L•• other current
  since Oct 20, 2025 · Perkiomenville, Pa
• C•••••••• F•••••••• G•••• A••••••• former
  Apr 24, 2007 to Jun 22, 2009 · Telford, Pa
• L•• F•••••••• L•• BD affiliated
  Jan 5, 2007 to Feb 6, 2007 · Perkasie, Pa
• V••• F•••••••• A•••••••• I••• BD affiliated
  Jan 11, 2006 to Dec 31, 2006 · Perkasie, Pa

• C•••••••• F•••••••• G•••• A••••••• to W•••• I••••••••• A•••••••• L••
  left Jun 22, 2009, registered Oct 20, 2025 (5964 days) · Other
• L•• F•••••••• L•• to C•••••••• F•••••••• G•••• A•••••••
  left Feb 6, 2007, registered Apr 24, 2007 (77 days) · Other
• V••• F•••••••• A•••••••• I••• to L•• F•••••••• L••
  left Dec 31, 2006, registered Jan 5, 2007 (5 days) · Other

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Other adviserderived

Years in industry

29derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address