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Feed of 09/14/2026
Also filed as C••••• J••••• P••••• M•••
At current firm
1 y
since Jun 26, 2025
In the industry
30 y
since Nov 7, 1995 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
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
- M•• C•••••• M••••••••• L•• other currentsince Jun 26, 2025 · New York, Ny
- I•• P•••••• W••••• M••••••••• L•• unclassifiedMar 23, 2006 to Jul 7, 2008 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- I•• P•••••• W••••• M••••••••• L•• to M•• C•••••• M••••••••• L••left Jul 7, 2008, registered Jun 26, 2025 (6198 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Other adviserderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address