J••••• A•••••• H••••••

• C••••• I••••••••• A••••••• L•• BD affiliated current
  since Mar 21, 2024 · Hostetter, Pa
• T•• A••••••• L•• unclassified
  Jul 17, 2007 to Sep 26, 2011 · Murrysville, Pa
• J••••• M••••••••• S•••• L•• BD affiliated
  Jun 25, 2005 to Mar 21, 2006 · Pittsburgh, Pa
• P••••••••• I••••••••• unclassified
  Apr 22, 2005 to Jun 25, 2005 · Pittsburgh, Pa

• T•• A••••••• L•• to C••••• I••••••••• A••••••• L••
  left Sep 26, 2011, registered Mar 21, 2024 (4560 days) · Other
• J••••• M••••••••• S•••• L•• to T•• A••••••• L••
  left Mar 21, 2006, registered Jul 17, 2007 (483 days) · Other
• P••••••••• I••••••••• to J••••• M••••••••• S•••• L••
  left Jun 25, 2005, registered Jun 25, 2005 (0 days) · corporate re-registration, not a move

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

28derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address