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Registered advisor
R•••••• M••••
Feed of 09/15/2026
Also filed as R••• M••••••••• M••••••••• R•••••• M••••••••• R• M•••• J••••••••• R•••••• M••••••••• M••••
At current firm
5 y
since Jan 26, 2021
In the industry
27 y
since Dec 16, 1998 (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, 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 Jan 26, 2021 · Palm Beach Gardens, Fl
- M•• F•••••••• S•••••••• I••• formerMay 20, 2003 to Dec 5, 2005 · Atlanta, Ga
- C•••••• S••••• • C••• I••• national BDMar 7, 2002 to May 21, 2003 · Charlotte, Nc
Moves
a registration end followed by a registration begin elsewhere
- M•• F•••••••• S•••••••• I••• to W•••• F•••• A•••••••left Dec 5, 2005, registered Jan 26, 2021 (5531 days) · Other
- C•••••• S••••• • C••• I••• to M•• F•••••••• S•••••••• I•••left May 21, 2003, registered May 20, 2003 (-1 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