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Registered advisor
S••••• M•••••• G•••••
Feed of 09/14/2026
Also filed as S••••• M Liebman
At current firm
19 y
since Feb 1, 2007
In the industry
35 y
since Sep 11, 1991 (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
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- W•••• F•••• A••••••• wirehouse currentsince Feb 1, 2007 · Asheville, Nc
- M••••• S•••••• D• I••• unclassifiedSep 20, 2005 to Feb 5, 2007 · Boca Raton, Fl
- M••••• S•••••• D• I••• unclassifiedJan 6, 1998 to Aug 23, 2005 · Boca Raton, Fl
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• D• I••• to W•••• F•••• A•••••••left Feb 5, 2007, registered Feb 1, 2007 (-4 days) · Other
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
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address