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Registered advisor

D•••• V•••••• A•••••••

M••••• S••••••wirehouseNorwell, Madual registrantIAPD 1916983
Feed of 09/14/2026
Also filed as D•••• A•••••••
At current firm
8 y
since Aug 2, 2018
In the industry
37 y
since Feb 7, 1989 (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
S66, S63, S65
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
    Jun 1, 2009 to May 1, 2012 · Boston, Ma
  • M••••• S•••••• • C•• L•• unclassified
    Jul 15, 2008 to Jun 1, 2009 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
  • M••••• S•••••• • C•• L•• 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.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
Wirehousederived
Years in industry
37derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address