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Registered advisor

M••• L•• T•••••••••

K••••• A••••••• S•••••••• L••BD affiliatedPittsburgh, Padual registrantIAPD 4564256
Chartered Financial Consultant
Feed of 09/14/2026
At current firm
10 y
since Apr 19, 2016
In the industry
25 y
since Mar 1, 2001 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
  • S•••••••• S••••• W••••• unclassified
    Jan 10, 2020 to Sep 30, 2025 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
  • S•••••••• S••••• W••••• to no registered destination
    left Sep 30, 2025 · Departure, no registered destination
Signals
  • ••• Locked
    Sep 30, 2025 · Advisor departure · fact
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
25derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address