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Registered advisor
L•••••• G• M••••
Feed of 09/15/2026
Also filed as L•••••• Grace Lanceta
At current firm
6 y
since May 1, 2020
In the industry
23 y
since Dec 14, 2002 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
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
- U•• F•••••••• S••••••• I••• wirehouse currentsince May 1, 2020 · Phoenix, Az
- M••••• S•••••• wirehouseAug 28, 2009 to May 4, 2020 · Louisville, Ky
- J••• M••••• S••••••••• L•• wirehouseOct 1, 2008 to Sep 1, 2009 · Louisville, Ky
- J••• M••••• S••••••••• I••• unclassifiedApr 7, 2008 to Oct 1, 2008 · Louisville, Ky
- U•• F•••••••• S••••••• I••• wirehouseJun 14, 2007 to Mar 26, 2008 · Louisville, Ky
- J••• M••••• S••••••••• I••• unclassifiedSep 27, 2006 to May 18, 2007 · Louisville, Ky
- B••• O•• S••••••••• C••••••••• unclassifiedSep 27, 2005 to Sep 27, 2006 · Louisville, Ky
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to U•• F•••••••• S••••••• I•••left May 4, 2020, registered May 1, 2020 (-3 days) · Wirehouse to wirehouse · moved with a team
- J••• M••••• S••••••••• L•• to M••••• S••••••left Sep 1, 2009, registered Aug 28, 2009 (-4 days) · Wirehouse to wirehouse
- J••• M••••• S••••••••• I••• to J••• M••••• S••••••••• L••left Oct 1, 2008, registered Oct 1, 2008 (0 days) · corporate re-registration, not a move
- U•• F•••••••• S••••••• I••• to J••• M••••• S••••••••• I•••left Mar 26, 2008, registered Apr 7, 2008 (12 days) · Other
- J••• M••••• S••••••••• I••• to U•• F•••••••• S••••••• I•••left May 18, 2007, registered Jun 14, 2007 (27 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. 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address