RIA Intelligence

• W•••• F•••• A••••••• wirehouse current
  since May 5, 2026 · Lemoyne, Pa
• M••••• S•••••• wirehouse
  Jun 1, 2009 to May 15, 2026 · Carlisle, Pa
• M••••• S•••••• • C•• L•• unclassified
  Apr 2, 2007 to Jun 1, 2009 · Harrisburg, Pa
• M••••• S•••••• D• I••• unclassified
  Jan 3, 2006 to Apr 2, 2007 · Harrisburg, Pa

• M••••• S•••••• to W•••• F•••• A•••••••
  left May 15, 2026, registered May 5, 2026 (-10 days) · Wirehouse to wirehouse
• M••••• S•••••• • C•• L•• to M••••• S••••••
  left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
• M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••
  left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move

• S•••••• M• B•••••• left M••••• S•••••• for W•••• F•••• A••••••• (registered 2026-05-05)
  May 15, 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

Wirehousederived

Years in industry

26derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address