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Registered advisor
P••••••• A•• M•••
Feed of 09/14/2026
Also filed as P••••••• A•• C••••••••• A• M•••
At current firm
10 y
since Sep 6, 2016
In the industry
26 y
since Nov 22, 1999 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- T••••• A••••••• S•••••••• I••• BD affiliated currentsince Sep 6, 2016 · Hiram, Ga
- P•• W••••• M••••••••• BD affiliatedJul 5, 2013 to Sep 14, 2015 · Marietta, Ga
Moves
a registration end followed by a registration begin elsewhere
- P•• W••••• M••••••••• to T••••• A••••••• S•••••••• I•••left Sep 14, 2015, registered Sep 6, 2016 (358 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address