J••• A•••••• M••••••

L•• F•••••••• L••BD affiliatedNorth Ridgeville, Oh dual registrantIAPD 3048610

Feed of 09/14/2026

At current firm

0 y

since Nov 6, 2025

In the industry

18 y

since Mar 3, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

n/a

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L•• F•••••••• L•• BD affiliated current
since Nov 6, 2025 · Fairview Park, Oh
C••••• I••••••••• A••••••• L•• BD affiliated
Jun 29, 2023 to Nov 11, 2025 · Westlake, Oh
C••••• A•••••• N••••••• L•• former
Mar 3, 2008 to Jun 29, 2023 · Westlake, Oh

Moves

a registration end followed by a registration begin elsewhere

C••••• I••••••••• A••••••• L•• to L•• F•••••••• L••
left Nov 11, 2025, registered Nov 6, 2025 (-5 days) · Affiliated broker-dealer or bank to another
C••••• A•••••• N••••••• L•• to C••••• I••••••••• A••••••• L••
left Jun 29, 2023, registered Jun 29, 2023 (0 days) · corporate re-registration, not a move

Signals

••• Locked
Nov 11, 2025 · a•••••• firm change · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address