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Registered advisor

P•••••• M•••• P•••••••

C••••••• S••••••••• I•••BD affiliatedConshohocken, Pa dual registrantIAPD 4441254
Feed of 09/14/2026
Also filed as P•••••• M•••• A••••••••• M• P••••••••• M•••• P••••••••• P•••••••
At current firm
1 y
since Jul 24, 2025
In the industry
24 y
since Oct 23, 2001 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
13
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65, 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
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
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