Z••••••• A•••••• H•••••

• H••••• A•• H••••• W••••• M••••••••• G••••• L•• state registered current
  since Jul 29, 2021 · Upper Marlboro, Md
• P•• W••••• M••••••••• BD affiliated
  Mar 27, 2008 to Mar 16, 2009 · Greenbelt, Md
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
  Oct 18, 2006 to Mar 26, 2008 · Columbia, Md

• P•• W••••• M••••••••• to H••••• A•• H••••• W••••• M••••••••• G••••• L••
  left Mar 16, 2009, registered Jul 29, 2021 (4518 days) · Other
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to P•• W••••• M•••••••••
  left Mar 26, 2008, registered Mar 27, 2008 (1 days) · Other

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