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Registered advisor
M•••••• C••••••••• T••••
Feed of 09/14/2026
Also filed as M••• T••••
At current firm
0 y
since Feb 13, 2026
In the industry
26 y
since Sep 8, 2000 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
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
- U••• B•••••• A•••••••• L•• BD affiliated currentsince Feb 13, 2026 · Vancouver, Wa
- U••• B•••••• I••••••••• I••• formerMar 25, 2010 to Feb 13, 2026 · Beaverton, Or
- C•••• I••••••••• S••••••• C•••• formerMay 2, 2009 to Mar 25, 2010 · Vancouver, Wa
- W••• I••••••••• I••• unclassifiedMay 1, 2006 to May 2, 2009 · Vancouver, Wa
Moves
a registration end followed by a registration begin elsewhere
- U••• B•••••• I••••••••• I••• to U••• B•••••• A•••••••• L••left Feb 13, 2026, registered Feb 13, 2026 (0 days) · corporate re-registration, not a move
- C•••• I••••••••• S••••••• C•••• to U••• B•••••• I••••••••• I•••left Mar 25, 2010, registered Mar 25, 2010 (0 days) · Other
- W••• I••••••••• I••• to C•••• I••••••••• S••••••• C••••left May 2, 2009, registered May 2, 2009 (0 days) · corporate re-registration, not a move
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