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Feed of 09/14/2026
Also filed as B•••• Patrick B••••
At current firm
5 y
since Dec 4, 2020
In the industry
14 y
since Feb 21, 2012 (earliest exam, job or registration)
Prior registered firms
2
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
- M••••• S•••••• wirehouse currentsince Dec 4, 2020 · Paramus, Nj
- W•••• F•••• A••••••• wirehouseMay 20, 2016 to Dec 16, 2020 · Summit, Nj
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMar 22, 2012 to May 18, 2016 · Fort Lee, Nj
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to M••••• S••••••left Dec 16, 2020, registered Dec 4, 2020 (-12 days) · Wirehouse to wirehouse
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••left May 18, 2016, registered May 20, 2016 (2 days) · Wirehouse to wirehouse
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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address