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Registered advisor
P•••• C•••••••• S••••
Certified Financial Planner
Feed of 09/15/2026
Also filed as P•••• C•••••••• Lauder
At current firm
1 y
since Aug 28, 2025
In the industry
27 y
since Feb 2, 1999 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince Aug 28, 2025 · San Diego, Ca
- O•••• W•••••• I••• BD affiliatedJan 24, 2025 to Sep 2, 2025 · Southfield, Mi
- O•••• F•• I••• formerOct 7, 2019 to Jan 24, 2025 · Southfield, Mi
- L•• F•••••••• L•• BD affiliatedJul 20, 2010 to Oct 23, 2019 · Westland, Mi
Moves
a registration end followed by a registration begin elsewhere
- O•••• W•••••• I••• to L•• F•••••••• L••left Sep 2, 2025, registered Aug 28, 2025 (-5 days) · Affiliated broker-dealer or bank to another · moved with a team
- O•••• F•• I••• to O•••• W•••••• I•••left Jan 24, 2025, registered Jan 24, 2025 (0 days) · corporate re-registration, not a move
- L•• F•••••••• L•• to O•••• F•• I•••left Oct 23, 2019, registered Oct 7, 2019 (-16 days) · Affiliated broker-dealer or bank to another
Signals
- P•••• C•••••••• S•••• left O•••• W•••••• I••• for L•• F•••••••• L•• (registered 2025-08-28)Sep 2, 2025 · Advisor changed firm · fact
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address