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Registered advisor

D••••• S••••• M••••••

S••BD affiliatedLivonia, Mi dual registrantIAPD 2948786
Certified Financial Planner
Feed of 09/14/2026
At current firm
9 y
since Jun 27, 2017
In the industry
31 y
since Jan 1, 1995 (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
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
  • S•• BD affiliated current
    since Jun 27, 2017 · Livonia, Mi
  • F••• unclassified
    Aug 28, 2019 to Oct 24, 2022 · Livonia, Mi
Moves
a registration end followed by a registration begin elsewhere
  • F••• to no registered destination
    left Oct 24, 2022 · Departure, no registered destination
Signals
  • ••• Locked
    Oct 24, 2022 · Advisor departure · 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
31derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address