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Registered advisor

M••••••• L••• M••••

T••••• A••••••• S•••••••• I•••BD affiliatedLake Mary, Fldual registrantIAPD 4048513
Certified Financial Planner
Feed of 09/14/2026
Also filed as M••••••• L• M••••••••• L••• E••••••••• L••• M••••
At current firm
10 y
since Aug 31, 2016
In the industry
26 y
since Aug 16, 2000 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
  • M••••• S•••••• D• I••• unclassified
    Nov 14, 2002 to Jun 10, 2003 · Winter Park, Fl
  • B••• O• A•••••• I••••••••• S•••••••• I••• unclassified
    Aug 16, 2000 to Nov 27, 2002 · Winter Park, Fl
Moves
a registration end followed by a registration begin elsewhere
  • M••••• S•••••• D• I••• to T••••• A••••••• S•••••••• I•••
    left Jun 10, 2003, registered Aug 31, 2016 (4831 days) · Other
  • B••• O• A•••••• I••••••••• S•••••••• I••• to M••••• S•••••• D• I•••
    left Nov 27, 2002, registered Nov 14, 2002 (-13 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