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Registered advisor
M•••••••• V••••••• F••••••••
Feed of 09/14/2026
Also filed as Margie F••••••••
At current firm
12 y
since Oct 31, 2013
In the industry
30 y
since Nov 15, 1995 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- A••••••• I••••••••• M••••••••• L•• independent RIA currentsince Oct 31, 2013 · Palmetto Bay, Fl
- R••••••• I••••••••• A••••••• I•• formerMay 31, 2012 to Sep 27, 2013 · Plano, Tx
- N•••••••• C•••••• M••••••••• I•• unclassifiedJun 11, 2008 to Dec 31, 2011 · Boca Raton, Fl
- B••••••• A•••••••• I••• unclassifiedJun 20, 2001 to Sep 4, 2007 · Key B•••••••, Fl
Moves
a registration end followed by a registration begin elsewhere
- R••••••• I••••••••• A••••••• I•• to A••••••• I••••••••• M••••••••• L••left Sep 27, 2013, registered Oct 31, 2013 (34 days) · Other
- N•••••••• C•••••• M••••••••• I•• to R••••••• I••••••••• A••••••• I••left Dec 31, 2011, registered May 31, 2012 (152 days) · Other
- B••••••• A•••••••• I••• to N•••••••• C•••••• M••••••••• I••left Sep 4, 2007, registered Jun 11, 2008 (281 days) · Other
Signals
No dated event on this person.
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
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address