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Registered advisor
G••• T••••• G•••••
Feed of 09/14/2026
Also filed as G••• T G•••••
At current firm
0 y
since Nov 21, 2025
In the industry
26 y
since Feb 28, 2000 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- U•• F•••••••• S••••••• I••• wirehouse currentsince Nov 21, 2025 · Los Angeles, Ca
- J••• M••••• S••••••••• L•• wirehouseApr 26, 2023 to Oct 22, 2025 · Los Angeles, Ca
- J••• M••••• P•••••• W••••• A••••••• L•• formerDec 18, 2017 to May 19, 2023 · Los Angeles, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJul 30, 2015 to Jan 8, 2018 · Los Angeles, Ca
- W•••• F•••• A••••••• wirehouseFeb 2, 2009 to Jun 15, 2015 · Woodland Hills, Ca
- J••• M••••• S••••••••• L•• wirehouseSep 1, 2004 to Jun 5, 2008 · Los Angeles, Ca
- M••••• S•••••• D• I••• unclassifiedJul 3, 2003 to Aug 5, 2004 · Santa Monica, Ca
- C••••• S••••• S••••••••• •••• L•• formerJan 27, 2003 to Jul 25, 2003 · Los Angeles, Ca
Moves
a registration end followed by a registration begin elsewhere
- J••• M••••• S••••••••• L•• to U•• F•••••••• S••••••• I•••left Oct 22, 2025, registered Nov 21, 2025 (30 days) · Wirehouse to wirehouse
- J••• M••••• P•••••• W••••• A••••••• L•• to J••• M••••• S••••••••• L••left May 19, 2023, registered Apr 26, 2023 (-23 days) · channel change inside one enterprise, not a move · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to J••• M••••• P•••••• W••••• A••••••• L••left Jan 8, 2018, registered Dec 18, 2017 (-21 days) · Other · moved with a team
- W•••• F•••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jun 15, 2015, registered Jul 30, 2015 (45 days) · Wirehouse to wirehouse · moved with a team
- J••• M••••• S••••••••• L•• to W•••• F•••• A•••••••left Jun 5, 2008, registered Feb 2, 2009 (242 days) · Wirehouse to wirehouse
- M••••• S•••••• D• I••• to J••• M••••• S••••••••• L••left Aug 5, 2004, registered Sep 1, 2004 (27 days) · Other
- C••••• S••••• S••••••••• •••• L•• to M••••• S•••••• D• I•••left Jul 25, 2003, registered Jul 3, 2003 (-22 days) · Other
Signals
- G••• T••••• G••••• left J••• M••••• S••••••••• L•• for U•• F•••••••• S••••••• I••• (registered 2025-11-21)Oct 22, 2025 · Advisor changed firm · fact
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address