W•••••• E••••• K••••••

• L•• F•••••••• L•• BD affiliated current
  since Jun 30, 2015 · Southfield, Mi
• H••••••••• F•••••••• A••••••• BD affiliated
  Oct 22, 2008 to Jul 21, 2015 · West Bloomfield, Mi
• C•••• I••••••••• S••••••• C•••• former
  Dec 18, 2007 to Mar 25, 2008 · Plymouth, Mi
• F•••• T•••• S••••••••• I••• BD affiliated
  Feb 17, 2005 to Nov 30, 2007 · Northville, Mi

• H••••••••• F•••••••• A••••••• to L•• F•••••••• L••
  left Jul 21, 2015, registered Jun 30, 2015 (-21 days) · Other
• C•••• I••••••••• S••••••• C•••• to H••••••••• F•••••••• A•••••••
  left Mar 25, 2008, registered Oct 22, 2008 (211 days) · Other
• F•••• T•••• S••••••••• I••• to C•••• I••••••••• S••••••• C••••
  left Nov 30, 2007, registered Dec 18, 2007 (18 days) · Other

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

27derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address