L••••••• M• G•••••••

• M••••• S•••••• wirehouse current
  since Aug 5, 2025 · West Conshohocken, Pa
• U•• F•••••••• S••••••• I••• wirehouse
  Oct 4, 2017 to Feb 21, 2024 · Conshohocken, Pa
• H•••••••• A•••••••• L•• BD affiliated
  Feb 15, 2013 to Apr 18, 2017 · Wayne, Pa
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
  Feb 12, 2002 to Feb 19, 2013 · Wayne, Pa

• U•• F•••••••• S••••••• I••• to M••••• S••••••
  left Feb 21, 2024, registered Aug 5, 2025 (531 days) · Wirehouse to wirehouse
• H•••••••• A•••••••• L•• to U•• F•••••••• S••••••• I•••
  left Apr 18, 2017, registered Oct 4, 2017 (169 days) · Other
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to H•••••••• A•••••••• L••
  left Feb 19, 2013, registered Feb 15, 2013 (-4 days) · Other

• ••• Locked
  Feb 21, 2024 · 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

24derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address