M••• D•••••• H•••••••

C•••••• S••••• • C••• I•••national BDOrlando, Fldual registrantIAPD 2443507

Certified Financial Planner

Feed of 09/14/2026

Also filed as M••• D•••••• H••••••••• D• H••••••••• H•••••••

At current firm

1 y

since May 21, 2025

In the industry

29 y

since Jan 6, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C•••••• S••••• • C••• I••• national BD current
since May 21, 2025 · Orlando, Fl
E••••• J•••• national BD
Mar 4, 2024 to Mar 10, 2025 · Lutz, Fl
M••••• S•••••• wirehouse
Sep 5, 2023 to Dec 22, 2023 · Tampa, Fl
E•••••• C•••••• M••••••••• L•• former
Aug 11, 2022 to Sep 5, 2023 · Temple Terrace, Fl
A••••••••• A•••••• S•••••••• I••• unclassified
Jul 14, 2003 to Jan 11, 2006 · Bayonet Point, Fl
P••••••••• E••••• G••••• L•• unclassified
May 7, 2001 to Nov 18, 2002 · Clearwater, Fl

Moves

a registration end followed by a registration begin elsewhere

E••••• J•••• to C•••••• S••••• • C••• I•••
left Mar 10, 2025, registered May 21, 2025 (72 days) · Affiliated broker-dealer or bank to another
M••••• S•••••• to E••••• J••••
left Dec 22, 2023, registered Mar 4, 2024 (73 days) · Wirehouse to affiliated broker-dealer or bank
E•••••• C•••••• M••••••••• L•• to M••••• S••••••
left Sep 5, 2023, registered Sep 5, 2023 (0 days) · corporate re-registration, not a move
A••••••••• A•••••• S•••••••• I••• to E•••••• C•••••• M••••••••• L••
left Jan 11, 2006, registered Aug 11, 2022 (6056 days) · Other
P••••••••• E••••• G••••• L•• to A••••••••• A•••••• S•••••••• I•••
left Nov 18, 2002, registered Jul 14, 2003 (238 days) · Other

Signals

••• Locked
Mar 10, 2025 · a•••••• firm change · fact
••• Locked
Dec 22, 2023 · a•••••• firm change · 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: National broker-dealer RIAderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address