M••• D• H•••

• F•••• T•••• S••••••••• I••• BD affiliated current
  since Jul 8, 2026 · Farmington Hills, Mi
• A••••••••• F•••••••• S•••••••• L•• national BD current
  since Nov 27, 2023 · Farmington Hills, Mi
• M••••• S•••••• wirehouse
  Jun 1, 2009 to Nov 29, 2023 · Bloomfield Hills, Mi
• M••••• S•••••• • C•• L•• unclassified
  Jul 24, 2008 to Jun 1, 2009 · Bloomfield Hills, Mi

• M••••• S•••••• to A••••••••• F•••••••• S•••••••• L••
  left Nov 29, 2023, registered Nov 27, 2023 (-2 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
• M••••• S•••••• • C•• L•• to M••••• S••••••
  left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move

• ••• Locked
  Nov 29, 2023 · Advisor changed firm · fact

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Broker-dealer affiliated wealth managerderived

Years in industry

32derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address