J•••• D••• M•••••••

• L•• F•••••••• L•• BD affiliated current
  since May 15, 2025 · Rochester, Mi
• C••• F•••••••• S•••••••• L••• former
  Jun 1, 2020 to May 15, 2025 · Livonia, Mi
• L•• F•••••••• L•• BD affiliated
  Apr 29, 2011 to Jun 10, 2020 · Shelby Twp., Mi
• C••••••• S••••••••• I••• BD affiliated
  Nov 9, 2006 to May 5, 2011 · Sterling Heights, Mi

• C••• F•••••••• S•••••••• L••• to L•• F•••••••• L••
  left May 15, 2025, registered May 15, 2025 (0 days) · corporate re-registration, not a move
• L•• F•••••••• L•• to C••• F•••••••• S•••••••• L•••
  left Jun 10, 2020, registered Jun 1, 2020 (-9 days) · Affiliated broker-dealer or bank to another
• C••••••• S••••••••• I••• to L•• F•••••••• L••
  left May 5, 2011, registered Apr 29, 2011 (-6 days) · Other

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.

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