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Registered advisor
P•••••• M•••••• F••••
Certified Financial Planner
Feed of 09/15/2026
Also filed as P•••••• M F••••
At current firm
17 y
since Jun 16, 2009
In the industry
32 y
since May 26, 1994 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
5
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
- R••••• W• B•••• • C•• I••••••••• mixed wealth currentsince Jun 16, 2009 · Sentry Park, Pa
- J••••• M••••••••• S•••• L•• BD affiliatedMar 31, 2006 to Jun 18, 2009 · Blue Bell, Pa
Moves
a registration end followed by a registration begin elsewhere
- J••••• M••••••••• S•••• L•• to R••••• W• B•••• • C•• I•••••••••left Jun 18, 2009, registered Jun 16, 2009 (-2 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address