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Registered advisor
L•••• G••••• P•••••••
Feed of 09/14/2026
Also filed as L•••• G P•••••••
At current firm
1 y
since May 15, 2025
In the industry
25 y
since Jun 18, 2001 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- L•• F•••••••• L•• BD affiliated currentsince May 15, 2025 · Livonia, Mi
- C••• F•••••••• S•••••••• L••• formerApr 10, 2018 to May 15, 2025 · Livonia, Mi
- C••••••• S••••••••• I••• BD affiliatedNov 6, 2017 to Apr 9, 2018 · Livonia, Mi
- S••••••• F•••••••• S•••••••• I••• formerMay 31, 2017 to Oct 16, 2017 · Southfield, Mi
- C••••••• S••••••••• formerMar 28, 2006 to Nov 30, 2016 · Detroit, Mi
- C••••••• S••••••••• formerMay 28, 2004 to Feb 21, 2006 · Redford , Mi
Moves
a registration end followed by a registration begin elsewhere
- C••• F•••••••• S•••••••• L••• to L•• F•••••••• L••left May 15, 2025, registered May 15, 2025 (0 days) · corporate re-registration, not a move
- C••••••• S••••••••• I••• to C••• F•••••••• S•••••••• L•••left Apr 9, 2018, registered Apr 10, 2018 (1 days) · Affiliated broker-dealer or bank to another
- S••••••• F•••••••• S•••••••• I••• to C••••••• S••••••••• I•••left Oct 16, 2017, registered Nov 6, 2017 (21 days) · Other
- C••••••• S••••••••• to S••••••• F•••••••• S•••••••• I•••left Nov 30, 2016, registered May 31, 2017 (182 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address