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Registered advisor

B••••• M••••••••• G••••••

P••• A••••• S••••••••• L••BD affiliatedAtlanta, Gadual registrantIAPD 2684854
Chartered Financial Consultant
Feed of 09/14/2026
Also filed as B••••• M••••••••• G••••••••• M••••••••• M••••••••• G••••••
At current firm
20 y
since Jun 22, 2006
In the industry
32 y
since Nov 1, 1993 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
21
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
  • P•••••••• P••••••• A•••••••• I••• unclassified
    Dec 7, 2009 to Dec 31, 2010 · Atlanta, Ga
  • P•••••••• P••••••• A•••••••• I••• unclassified
    May 12, 2003 to Mar 20, 2008 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
  • P•••••••• P••••••• A•••••••• I••• to no registered destination
    left Dec 31, 2010 · Departure, no registered destination
  • P•••••••• P••••••• A•••••••• I••• to P••• A••••• S••••••••• L••
    left Mar 20, 2008, registered Jun 22, 2006 (-637 days) · Other
Signals
No dated event on this person.
Transition signals

Mobility scoring is not published yet.

Provenance
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