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Registered advisor
S•••••• H•••• C•••••••
Feed of 09/14/2026
At current firm
0 y
since Jan 1, 2026
In the industry
20 y
since Dec 30, 2005 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
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
- C••••••• I••••••••• A•••••••• L•• state registered currentsince Jan 1, 2026 · College Park, Md
- C••••••• I••••••••• A•••••••• L•• state registeredJul 14, 2011 to Jan 21, 2021 · College Park, Md
- A•••••• A••••••• S••••••• formerFeb 12, 2007 to Dec 23, 2011 · Marriottsville, Md
Moves
a registration end followed by a registration begin elsewhere
- A•••••• A••••••• S••••••• to C••••••• I••••••••• A•••••••• L••left Dec 23, 2011, registered Jul 14, 2011 (-162 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
- STATE REGISTEREDderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address