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Registered advisor
C•••• R••• M•••••••••
Feed of 09/14/2026
Also filed as C•••• Renea M•••••••••
At current firm
3 y
since Mar 9, 2023
In the industry
31 y
since Jul 1, 1995 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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•••••••• A••••••• national BD currentsince Mar 9, 2023 · Pittsburgh, Pa
- P•••••••• A••••••• national BDNov 18, 2014 to Dec 31, 2022 · Pittsburgh, Pa
- P•••••••• A••••••• national BDJul 18, 2012 to Jan 6, 2014 · Pittsburgh, Pa
- V•••• F•••••••• A•••••••• I••• BD affiliatedAug 12, 2010 to Jun 21, 2012 · Independence, Oh
- P•• W••••• M••••••••• BD affiliatedMar 12, 2010 to Jul 26, 2010 · Akron, Oh
Moves
a registration end followed by a registration begin elsewhere
- V•••• F•••••••• A•••••••• I••• to P•••••••• A•••••••left Jun 21, 2012, registered Jul 18, 2012 (27 days) · Other
- P•• W••••• M••••••••• to V•••• F•••••••• A•••••••• I•••left Jul 26, 2010, registered Aug 12, 2010 (17 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
- National broker-dealer RIAderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address