RIA Intelligence

Title

Senior Client Service Managerreportedprinciplewealthpartners.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• P•••••••• W••••• independent RIA current
  since Dec 8, 2020 · Madison, Ct
• N•••••••• W••••• P••••••• L•• former
  Apr 15, 2015 to Dec 14, 2020 · Old Saybrook, Ct
• P••• I••••••••• L•• asset manager
  Mar 19, 2004 to Jun 2, 2005 · Shelton, Ct
• A••••••• S•••••• A••••••• S•••••••• I••• unclassified
  Mar 10, 2003 to Dec 17, 2003 · Shelton, Ct

• N•••••••• W••••• P••••••• L•• to P•••••••• W•••••
  left Dec 14, 2020, registered Dec 8, 2020 (-6 days) · RIA to RIA · moved with a team
• P••• I••••••••• L•• to N•••••••• W••••• P••••••• L••
  left Jun 2, 2005, registered Apr 15, 2015 (3604 days) · Other
• A••••••• S•••••• A••••••• S•••••••• I••• to P••• I••••••••• L••
  left Dec 17, 2003, registered Mar 19, 2004 (93 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

Independent wealth managerderived

Years in industry

27derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address