J••••• F••••••• D•••••••

• G••••• R••••••••• P••••••• L•• institutional current
  since Nov 13, 2015 · Mclean, Va
• H•• I••••••••• P•••••••• L•• independent RIA
  Jan 4, 2022 to Mar 9, 2023 · Mclean, Va
• H•• I••••••••• P•••••••• L•• independent RIA
  Nov 5, 2021 to Dec 31, 2021 · Austin, Tx
• W••••••••• F•••••••• G••••• I••• unclassified
  Jan 2, 2003 to Dec 31, 2011 · Bethesda, Md
• M•• I•••••••• S•••••••• L•• BD affiliated
  Sep 23, 1999 to Dec 5, 2012 · Mclean, Va

• H•• I••••••••• P•••••••• L•• to no registered destination
  left Mar 9, 2023 · Departure, no registered destination
• M•• I•••••••• S•••••••• L•• to W••••••••• F•••••••• G••••• I•••
  left Dec 5, 2012, registered Jan 2, 2003 (-3625 days) · Other
• W••••••••• F•••••••• G••••• I••• to G••••• R••••••••• P••••••• L••
  left Dec 31, 2011, registered Nov 13, 2015 (1413 days) · Other

• ••• Locked
  Mar 9, 2023 · Advisor departure · 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

Institutional managerderived

Years in industry

34derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address