R••••• M• W•••

• O•••• W•••••• I••• BD affiliated current
  since Sep 2, 2025 · Morgantown, Wv
• C••••••••• F•••••••• N•••••• national BD
  Jul 27, 2020 to Sep 2, 2025 · Sanibel, Fl
• M•• I•••••••• S•••••••• L•• BD affiliated
  Mar 25, 2017 to Aug 4, 2020 · Morgantown, Wv
• M•• F•••••••• S•••••••• I••• former
  Sep 16, 2005 to Mar 25, 2017 · Morgantown, Wv

• C••••••••• F•••••••• N•••••• to O•••• W•••••• I•••
  left Sep 2, 2025, registered Sep 2, 2025 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
• M•• I•••••••• S•••••••• L•• to C••••••••• F•••••••• N••••••
  left Aug 4, 2020, registered Jul 27, 2020 (-8 days) · Affiliated broker-dealer or bank to another · moved with a team
• M•• F•••••••• S•••••••• I••• to M•• I•••••••• S•••••••• L••
  left Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move

• ••• Locked
  Sep 2, 2025 · Advisor changed firm · fact

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Broker-dealer affiliated wealth managerderived

Years in industry

28derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address