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Registered advisor
M••••••• E•••••••• M•••••
Feed of 09/15/2026
Also filed as M•••• M••••••••• E•••••••• M••••••••• M••••••••• E•••••••• M•••••••••
At current firm
10 y
since Oct 22, 2015
In the industry
27 y
since Dec 2, 1998 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- W•••• F•••• A••••••• wirehouse currentsince Oct 22, 2015 · Atlanta, Ga
- J••• M••••• S••••••••• L•• wirehouseOct 1, 2012 to Oct 7, 2015 · Marietta, Ga
- C•••• I••••••••• S••••••• C•••• formerJul 1, 2011 to Oct 1, 2012 · Marietta, Ga
- V•••• F•••••••• A•••••••• I••• BD affiliatedMar 28, 2003 to Jun 13, 2011 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- J••• M••••• S••••••••• L•• to W•••• F•••• A•••••••left Oct 7, 2015, registered Oct 22, 2015 (15 days) · Wirehouse to wirehouse
- C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- V•••• F•••••••• A•••••••• I••• to C•••• I••••••••• S••••••• C••••left Jun 13, 2011, registered Jul 1, 2011 (18 days) · Other
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
- Wirehousederived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address