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Registered advisor

K• D•••

L•• F•••••••• L••BD affiliatedWayland, Madual registrantIAPD 2851449

Feed of 09/14/2026

Also filed as K• W• D•••••• W•••••• W• D•••

At current firm

1 y

since Oct 29, 2024

In the industry

27 y

since Dec 21, 1998 (earliest exam, job or registration)

Prior registered firms

2

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

1

dated events on this person

Registration history

IAPD current and previous registrations

L•• F•••••••• L•• BD affiliated current
since Oct 29, 2024 · Wayland, Ma
J••• M••••• S••••••••• L•• wirehouse
Feb 6, 2023 to May 11, 2024 · Boston, Ma
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Mar 4, 2014 to Sep 3, 2021 · Wellesley Hills, Ma

Moves

a registration end followed by a registration begin elsewhere

J••• M••••• S••••••••• L•• to L•• F•••••••• L••
left May 11, 2024, registered Oct 29, 2024 (171 days) · Wirehouse to affiliated broker-dealer or bank
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to J••• M••••• S••••••••• L••
left Sep 3, 2021, registered Feb 6, 2023 (521 days) · Wirehouse to wirehouse · moved with a team

Signals

••• Locked
May 11, 2024 · Advisor changed firm · fact

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: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address