M•••••• K••• B••••

• O•••• W•••••• I••• BD affiliated current
  since Sep 26, 2025 · Fishers, In
• C••••••••• F•••••••• N•••••• national BD
  Jan 16, 2020 to Sep 29, 2025 · Waltham, Ma
• C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
  Mar 28, 2005 to Jan 28, 2020 · Fishers, In
• C•••••••• I••••••••• R•••••••• I••• unclassified
  Nov 8, 2004 to Mar 28, 2005 · Fishers, In
• O•••• F•• I••• former
  Dec 1, 1998 to Nov 16, 2004 · Indianapolis, In

• C••••••••• F•••••••• N•••••• to O•••• W•••••• I•••
  left Sep 29, 2025, registered Sep 26, 2025 (-3 days) · Affiliated broker-dealer or bank to another · moved with a team
• C•••••••• I••••••••• R••••••• A•••••••• I••• to C••••••••• F•••••••• N••••••
  left Jan 28, 2020, registered Jan 16, 2020 (-12 days) · Affiliated broker-dealer or bank to another · moved with a team
• C•••••••• I••••••••• R•••••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••
  left Mar 28, 2005, registered Mar 28, 2005 (0 days) · corporate re-registration, not a move
• O•••• F•• I••• to C•••••••• I••••••••• R•••••••• I•••
  left Nov 16, 2004, registered Nov 8, 2004 (-8 days) · Other

• M•••••• K••• B•••• left C••••••••• F•••••••• N•••••• for O•••• W•••••• I••• (registered 2025-09-26)
  Sep 29, 2025 · Advisor changed firm · fact

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

Broker-dealer affiliated wealth managerderived

Years in industry

33derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address