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Registered advisor
G•••• T• F••••••
Feed of 09/14/2026
Also filed as E•••••••• G•••• T••••••••• T••••• F••••••••• T••••• F••••••••• G• F••••••
At current firm
9 y
since Apr 3, 2017
In the industry
20 y
since Sep 7, 2006 (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
S63, S65
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 Apr 3, 2017 · St Simons Island, Ga
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJul 13, 2011 to Mar 30, 2017 · Saint Simons Island, Ga
- S••••••• I••••••••• S•••••••• I••• formerSep 7, 2006 to Jun 5, 2008 · Brunswick, Ga
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••left Mar 30, 2017, registered Apr 3, 2017 (4 days) · Wirehouse to wirehouse · moved with a team
- S••••••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jun 5, 2008, registered Jul 13, 2011 (1133 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
- Wirehousederived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address