R•••••• A••• H•••••

• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse current
  since Jul 24, 2025 · Washington, Dc
• U•• F•••••••• S••••••• I••• wirehouse
  Aug 5, 2011 to Jul 31, 2025 · Washington, Dc
• M••••• S•••••• wirehouse
  Jun 1, 2009 to Aug 23, 2011 · Bethesda, Md
• C•••••••• G••••• M•••••• I••• BD affiliated
  Sep 17, 2004 to Jun 1, 2009 · Bethesda, Md
• M••••• S•••••• D• I••• unclassified
  Apr 24, 2000 to Sep 22, 2004 · Bethesda, Md

• U•• F•••••••• S••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
  left Jul 31, 2025, registered Jul 24, 2025 (-7 days) · Wirehouse to wirehouse · moved with a team
• M••••• S•••••• to U•• F•••••••• S••••••• I•••
  left Aug 23, 2011, registered Aug 5, 2011 (-18 days) · Wirehouse to wirehouse
• C•••••••• G••••• M•••••• I••• to M••••• S••••••
  left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
• M••••• S•••••• D• I••• to C•••••••• G••••• M•••••• I•••
  left Sep 22, 2004, registered Sep 17, 2004 (-5 days) · Other

• ••• Locked
  Jul 31, 2025 · 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

Wirehousederived

Years in industry

31derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address