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Registered advisor

A•••••• C• P•••••••

P•• W••••• M•••••••••BD affiliatedTroy, Midual registrantIAPD 4392610
Feed of 09/14/2026
Also filed as A•••••• C• S•••••
At current firm
15 y
since Oct 29, 2010
In the industry
24 y
since Nov 27, 2001 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
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
  • N•••••• I••••••••• I••• unclassified
    Jan 23, 2008 to Nov 13, 2009 · Troy, Mi
  • J••• M••••• S••••••••• I••• unclassified
    Sep 27, 2006 to Jan 7, 2008 · Grosse Pointe, Mi
  • B••• O•• S••••••••• C••••••••• unclassified
    Feb 14, 2002 to Sep 27, 2006 · Grosse Point, Mi
Moves
a registration end followed by a registration begin elsewhere
  • N•••••• I••••••••• I••• to P•• W••••• M•••••••••
    left Nov 13, 2009, registered Oct 29, 2010 (350 days) · corporate re-registration, not a move
  • J••• M••••• S••••••••• I••• to N•••••• I••••••••• I•••
    left Jan 7, 2008, registered Jan 23, 2008 (16 days) · Other
  • B••• O•• S••••••••• C••••••••• to J••• M••••• S••••••••• I•••
    left Sep 27, 2006, registered Sep 27, 2006 (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
24derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address