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Registered advisor

D•••••• E••• S••••

U•• F•••••••• S••••••• I•••wirehouseCanonsburg, Pa dual registrantIAPD 3022668

Feed of 09/15/2026

Also filed as D•••••• E••• W•••••• S••••••••• E• S••••••••• E••• S••••••••• E••• W•••••• S••••••••• S••••

At current firm

4 y

since Oct 28, 2021

In the industry

28 y

since Jun 5, 1998 (earliest exam, job or registration)

Prior registered firms

4

IAPD previous registrations

State registrations

1

current, as an IAR

Firms today

1

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

0

dated events on this person

Registration history

IAPD current and previous registrations

U•• F•••••••• S••••••• I••• wirehouse current
since Oct 28, 2021 · Canonsburg, Pa

M••••• S•••••• wirehouse
Feb 3, 2019 to Sep 4, 2020 · Rehoboth Beach, De
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Dec 5, 2014 to Dec 3, 2018 · Pittsburgh, Pa
J••• M••••• S••••••••• L•• wirehouse
Nov 8, 2012 to Sep 9, 2014 · Columbus, Oh
U•• F•••••••• S••••••• I••• wirehouse
Oct 27, 2011 to Jun 15, 2012 · Columbus, Oh

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• to U•• F•••••••• S••••••• I•••
left Sep 4, 2020, registered Oct 28, 2021 (419 days) · Wirehouse to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••
left Dec 3, 2018, registered Feb 3, 2019 (62 days) · Wirehouse to wirehouse · moved with a team
J••• M••••• S••••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Sep 9, 2014, registered Dec 5, 2014 (87 days) · Wirehouse to wirehouse
U•• F•••••••• S••••••• I••• to J••• M••••• S••••••••• L••
left Jun 15, 2012, registered Nov 8, 2012 (146 days) · Wirehouse to wirehouse

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