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Registered advisor
M••• R••••• Y••••
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••wirehouseBloomfield Hills, Midual registrantIAPD 4356091
Feed of 09/14/2026
At current firm
16 y
since Oct 23, 2009
In the industry
25 y
since May 3, 2001 (earliest exam, job or registration)
Prior registered firms
3
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•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse currentsince Oct 23, 2009 · Bloomfield Hills, Mi
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedOct 24, 2008 to Oct 23, 2009 · Brighton, Mi
- L•••••• F•••••••• S•••••••• I••• unclassifiedNov 2, 2006 to Oct 24, 2008 · Chicago, Il
- C••••••• S••••••••• formerJun 24, 2005 to Feb 21, 2006 · Bloomfield Hills, Mi
Moves
a registration end followed by a registration begin elsewhere
- B••• O• A•••••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move
- L•••••• F•••••••• S•••••••• I••• to B••• O• A•••••• I••••••••• S•••••••• I•••left Oct 24, 2008, registered Oct 24, 2008 (0 days) · corporate re-registration, not a move
- C••••••• S••••••••• to L•••••• F•••••••• S•••••••• I•••left Feb 21, 2006, registered Nov 2, 2006 (254 days) · Other
Signals
No dated event on this person.
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address