M••••••• B•••••• S••••

G••••• R••••••••• P••••••• L••institutionalFort Lauderdale, Fl dual registrantIAPD 2361040

Feed of 09/15/2026

Also filed as M••••••• B• S••••

At current firm

2 y

since Oct 30, 2023

In the industry

31 y

since Jan 1, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

G••••• R••••••••• P••••••• L•• institutional current
since Oct 30, 2023 · Fort Lauderdale, Fl
F••••• W••••• C••••••••• I••• unclassified
Feb 2, 2004 to Sep 6, 2005 · Fort Lauderdale, Fl
M•• I•••••••• S•••••••• L•• BD affiliated
Feb 14, 1995 to Nov 2, 2023 · Ft Lauderdale, Fl

Moves

a registration end followed by a registration begin elsewhere

M•• I•••••••• S•••••••• L•• to F••••• W••••• C••••••••• I•••
left Nov 2, 2023, registered Feb 2, 2004 (-7213 days) · Other · moved with a team
F••••• W••••• C••••••••• I••• to G••••• R••••••••• P••••••• L••
left Sep 6, 2005, registered Oct 30, 2023 (6628 days) · Other

Signals

••• Locked
Nov 2, 2023 · Advisor changed firm · fact

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: Institutional managerderived
Years in industry: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address