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Registered advisor

L••••••• D•••• S•••••

C••• L••BD affiliatedHauppauge, Ny IA-onlyIAPD 2770352
Certified Financial Planner
Feed of 09/15/2026
Also filed as M• L••••••• D•••• S••••••••• S•••••
Contact
what the firm publishes for this advisor, each with the page it was read from
Team page
••• Lockedreportedwithheld-2firm site, Sep 24, 2026
At current firm
5 y
since Oct 8, 2020
In the industry
30 y
since Aug 8, 1996 (earliest exam, job or registration)
Prior registered firms
1
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
Professional profile
title, designations and roles as the firm prints them
Title
Founder & Wealth Advisorreportedmitlinfinancial.comfirm site, Sep 24, 2026
Registration history
IAPD current and previous registrations
  • Q•••• • R•••••• I••• unclassified
    Nov 25, 2002 to Oct 18, 2004 · Hicksville, Ny
Moves
a registration end followed by a registration begin elsewhere
  • Q•••• • R•••••• I••• to C••• L••
    left Oct 18, 2004, registered Oct 8, 2020 (5834 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
30derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address