DFX Intelligence
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P••• G••••• S••••••
As of · the IAPD feed
- At current firm
- 5 y
- In the industry
- 16 y
- Prior registered firms
- 0
- Signals
- 0
since Jul 8, 2021
As of · the IAPD feed
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Business email
- ••• Lockedreportedsebeticadvisors.comfirm site, Sep 24, 2026
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Registration history
IAPD current and previous registrations
- S•••••• A•••••••• L•• independent RIA currentsince Jul 8, 2021 · East Williston, Ny
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
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
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address