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Registered advisor
M•••••• P• B••••••
Feed of 09/14/2026
Also filed as M••• B••••••••• P•••• B••••••
At current firm
13 y
since Oct 1, 2012
In the industry
24 y
since Oct 4, 2001 (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
S63, 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
- J••• M••••• S••••••••• L•• wirehouse currentsince Oct 1, 2012 · Downers Grove, Il
- C•••• I••••••••• S••••••• C•••• formerJul 6, 2005 to Oct 1, 2012 · Downers Grove, Il
- B••• O•• S••••••••• C••••••••• unclassifiedOct 18, 2004 to Jul 6, 2005 · Downers Grove, Il
- W•••••• • R••• formerJul 21, 2003 to Oct 19, 2004 · Westmont, Il
Moves
a registration end followed by a registration begin elsewhere
- C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- B••• O•• S••••••••• C••••••••• to C•••• I••••••••• S••••••• C••••left Jul 6, 2005, registered Jul 6, 2005 (0 days) · corporate re-registration, not a move
- W•••••• • R••• to B••• O•• S••••••••• C•••••••••left Oct 19, 2004, registered Oct 18, 2004 (-1 days) · Other
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
- Wirehousederived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address