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T•••••• P•••• P•••••
- Business email
- ••• Lockedreportedpetteeinvestors.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- P••••• I•••••••• I•• independent RIA currentsince Apr 22, 2022 · Rowayton, Ct
- H••• C•••••• R••• E•••••• L•• asset managerApr 22, 2022 to Jan 18, 2023 · Rowayton, Ct
- H••• C•••••• R••• E•••••• L•• to P••••• I•••••••• I••left Jan 18, 2023, registered Apr 22, 2022 (-271 days) · Other
- ••• LockedJan 18, 2023 · 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
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address