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Feed of 09/14/2026
Also filed as Marcus Foster Kline
At current firm
5 y
since May 7, 2021
In the industry
24 y
since Mar 13, 2002 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- M••••• S•••••• wirehouse currentsince May 7, 2021 · New York, Ny
- J••• M••••• S••••••••• L•• wirehouseApr 15, 2011 to May 13, 2021 · New York, Ny
- A••••••••• L••• otherFeb 26, 2004 to Apr 7, 2011 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- J••• M••••• S••••••••• L•• to M••••• S••••••left May 13, 2021, registered May 7, 2021 (-6 days) · Wirehouse to wirehouse · moved with a team
- A••••••••• L••• to J••• M••••• S••••••••• L••left Apr 7, 2011, registered Apr 15, 2011 (8 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
- Wirehousederived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address