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Registered advisor
M•••••• P•••••• G••••
Feed of 09/14/2026
Also filed as M•••••• P. G••••
At current firm
3 y
since Jun 29, 2023
In the industry
21 y
since Jun 30, 2005 (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
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
- C••••• I••••••••• A••••••• L•• BD affiliated currentsince Jun 29, 2023 · Lafayette, La
- S••••• F•••••••• G•••• I•• formerSep 30, 2015 to May 20, 2021 · Lafayette, La
- O•••• W•••••• I••• BD affiliatedApr 7, 2010 to Oct 30, 2015 · Lafayette, La
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJul 1, 2005 to Jun 6, 2006 · Lafayette, La
Moves
a registration end followed by a registration begin elsewhere
- S••••• F•••••••• G•••• I•• to C••••• I••••••••• A••••••• L••left May 20, 2021, registered Jun 29, 2023 (770 days) · corporate re-registration, not a move
- O•••• W•••••• I••• to S••••• F•••••••• G•••• I••left Oct 30, 2015, registered Sep 30, 2015 (-30 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to O•••• W•••••• I•••left Jun 6, 2006, registered Apr 7, 2010 (1401 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address