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Feed of 09/14/2026
Also filed as T•• Z••••• H••••••••• Z• H••••••••• Z••••• H•••••••
At current firm
6 y
since May 22, 2020
In the industry
28 y
since Nov 5, 1997 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- W•••• F•••• A••••••• wirehouse currentsince May 22, 2020 · Mclean, Va
- U•• F•••••••• S••••••• I••• wirehouseApr 16, 2010 to Jun 16, 2020 · Mclean, Va
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMay 13, 2005 to Apr 21, 2010 · Reston, Va
- M••••• S•••••• D• I••• unclassifiedJun 1, 2001 to May 17, 2005 · Reston, Va
Moves
a registration end followed by a registration begin elsewhere
- U•• F•••••••• S••••••• I••• to W•••• F•••• A•••••••left Jun 16, 2020, registered May 22, 2020 (-25 days) · Wirehouse to wirehouse · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U•• F•••••••• S••••••• I•••left Apr 21, 2010, registered Apr 16, 2010 (-5 days) · Wirehouse to wirehouse
- M••••• S•••••• D• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left May 17, 2005, registered May 13, 2005 (-4 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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address