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Registered advisor

T••••• S•••••• M••••

V•••••• A•••••••• I•••BD affiliatedFort Mitchell, Kydual registrantIAPD 3087519
Feed of 09/14/2026
Also filed as T•• M••••••••• S•••••• M••••
At current firm
12 y
since Mar 20, 2014
In the industry
28 y
since Sep 22, 1998 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
12
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
  • B•••••••• F•••••••• A•••••••• L•• unclassified
    May 1, 2015 to Nov 14, 2018 · Cincinnati, Oh
Moves
a registration end followed by a registration begin elsewhere
  • B•••••••• F•••••••• A•••••••• L•• to no registered destination
    left Nov 14, 2018 · Departure, no registered destination
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
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