R••••• W•••••••••

• M••••• S•••••• wirehouse current
  since Jan 20, 2026 · Orlando, Fl
• U•• F•••••••• S••••••• I••• wirehouse
  Mar 5, 2009 to Jan 27, 2026 · Winter Park, Fl
• M••••• S•••••• • C•• L•• unclassified
  Apr 2, 2007 to Mar 4, 2009 · Orlando, Fl
• M••••• S•••••• D• I••• unclassified
  Oct 17, 1995 to Apr 2, 2007 · Orlando, Fl

• U•• F•••••••• S••••••• I••• to M••••• S••••••
  left Jan 27, 2026, registered Jan 20, 2026 (-7 days) · Wirehouse to wirehouse · moved with a team
• M••••• S•••••• • C•• L•• to U•• F•••••••• S••••••• I•••
  left Mar 4, 2009, registered Mar 5, 2009 (1 days) · Other
• M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••
  left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move

• ••• Locked
  Jan 27, 2026 · 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

30derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address