G•••••• T••••• R••••

• W•••• F•••• A••••••• wirehouse current
  since Sep 4, 2026 · Franklin, Tn
• W•••• F•••• A••••••• wirehouse
  Jan 1, 2008 to Sep 4, 2026 · Nashville, Tn
• A• G• E•••••• • S•••• I••• unclassified
  Jan 23, 2007 to Jan 1, 2008 · Nashville, Tn
• U••• B•••••• I••••••••• I••• former
  Feb 9, 2004 to Aug 22, 2006 · Brentwood, Tn

• W•••• F•••• A••••••• to W•••• F•••• A•••••••
  left Sep 4, 2026, registered Sep 4, 2026 (0 days) · channel change inside one enterprise, not a move · moved with a team
• A• G• E•••••• • S•••• I••• to W•••• F•••• A•••••••
  left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move
• U••• B•••••• I••••••••• I••• to A• G• E•••••• • S•••• I•••
  left Aug 22, 2006, registered Jan 23, 2007 (154 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

Wirehousederived

Years in industry

27derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address