M•••••• S•••• H••••••••

I•••••• A•••••••• I•••asset managerDallas, Txdual registrantIAPD 3215372

Feed of 09/14/2026

Also filed as M•••••• S• H••••••••• S• H••••••••

At current firm

11 y

since Aug 6, 2015

In the industry

27 y

since Jul 21, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

I•••••• A•••••••• I••• asset manager current
since Aug 6, 2015 · Dallas, Tx
V••• F•••••••• A•••••••• I••• BD affiliated
Oct 13, 2003 to Apr 5, 2005 · Ft. Worth, Tx
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jul 22, 1999 to Sep 5, 2003 · Arlington, Tx

Moves

a registration end followed by a registration begin elsewhere

V••• F•••••••• A•••••••• I••• to I•••••• A•••••••• I•••
left Apr 5, 2005, registered Aug 6, 2015 (3775 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to V••• F•••••••• A•••••••• I•••
left Sep 5, 2003, registered Oct 13, 2003 (38 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: Asset manager (funds and pooled vehicles)derived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address