R••• C• O••••••

• O•••••• S•••••••• W••••• state registered current
  since Apr 8, 2026 · South Park, Pa
• S•••••••• A••••••• L•• national BD
  Mar 31, 2025 to Apr 14, 2026 · Pittsburgh, Pa
• F••••••• P••••••• A•• W•••••••• A••••••• former
  Jul 13, 2018 to Mar 31, 2025 · Boston, Ma
• S•••••••• A••••••• L•• national BD
  Jun 8, 2006 to Jul 13, 2018 · Wexford, Pa
• P•• W••••• M••••••••• BD affiliated
  Feb 14, 2006 to May 5, 2006 · Pittsburgh, Pa
• C•••••• S••••• • C••• I••• national BD
  Jan 13, 2006 to Feb 13, 2006 · Monroeville, Pa

• S•••••••• A••••••• L•• to O•••••• S•••••••• W•••••
  left Apr 14, 2026, registered Apr 8, 2026 (-6 days) · Affiliated broker-dealer or bank to a state-registered adviser
• F••••••• P••••••• A•• W•••••••• A••••••• to S•••••••• A••••••• L••
  left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
• S•••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••
  left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
• P•• W••••• M••••••••• to S•••••••• A••••••• L••
  left May 5, 2006, registered Jun 8, 2006 (34 days) · Other
• C•••••• S••••• • C••• I••• to P•• W••••• M•••••••••
  left Feb 13, 2006, registered Feb 14, 2006 (1 days) · Other

• ••• Locked
  Apr 14, 2026 · Advisor changed firm · fact

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

STATE REGISTEREDderived

Years in industry

26derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address