J•• W•••••• D••••••••

• W•••• F•••• A••••••• wirehouse current
  since Feb 10, 2026 · Burlington, Vt
• U•• F•••••••• S••••••• I••• wirehouse
  May 25, 2012 to Feb 23, 2026 · South Burlington, Vt
• M••••• S•••••• wirehouse
  Jun 1, 2009 to May 25, 2012 · Colchester, Vt
• M••••• S•••••• • C•• L•• unclassified
  Apr 2, 2007 to Jun 1, 2009 · Burlington, Vt
• M••••• S•••••• D• I••• unclassified
  May 30, 2006 to Apr 2, 2007 · Burlington, Vt
• U•• F•••••••• S••••••• I••• wirehouse
  Nov 13, 2002 to Jun 15, 2006 · S. Burlington, Vt

• U•• F•••••••• S••••••• I••• to W•••• F•••• A•••••••
  left Feb 23, 2026, registered Feb 10, 2026 (-13 days) · Wirehouse to wirehouse · moved with a team
• M••••• S•••••• to U•• F•••••••• S••••••• I•••
  left May 25, 2012, registered May 25, 2012 (0 days) · Wirehouse to wirehouse
• M••••• S•••••• • C•• L•• to M••••• S••••••
  left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
• M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••
  left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
• U•• F•••••••• S••••••• I••• to M••••• S•••••• D• I•••
  left Jun 15, 2006, registered May 30, 2006 (-16 days) · Other

• ••• Locked
  Feb 23, 2026 · Advisor changed firm · fact

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.

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