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Registered advisor
B•••• S•••• E••••
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••wirehouseNorth Bethesda, Mddual registrantIAPD 3109962
Certified Financial Planner
Feed of 09/14/2026
At current firm
16 y
since Oct 23, 2009
In the industry
24 y
since May 23, 2002 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse currentsince Oct 23, 2009 · North Bethesda, Md
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedNov 7, 2008 to Oct 23, 2009 · Rockville, Md
- C•••• C•••• F•••••••• S••••••• unclassifiedMay 24, 2002 to Dec 5, 2008 · Bethesda, Md
Moves
a registration end followed by a registration begin elsewhere
- B••• O• A•••••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move
- C•••• C•••• F•••••••• S••••••• to B••• O• A•••••• I••••••••• S•••••••• I•••left Dec 5, 2008, registered Nov 7, 2008 (-28 days) · Other
Signals
No dated event on this person.
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
- Wirehousederived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address