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Registered advisor
B••• R••••••••• G••••
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••wirehouseWellesley Hills, Madual registrantIAPD 4675060
Feed of 09/14/2026
Also filed as B••• R• K••••••••• R• G••••••••• G••••
At current firm
7 y
since Jul 22, 2019
In the industry
22 y
since Sep 20, 2004 (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
S65, S63
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•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse currentsince Jul 22, 2019 · Wellesley Hills, Ma
- W•••• F•••• A••••••• wirehouseMar 29, 2019 to Jun 21, 2019 · Wellesley, Ma
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 31, 2008 to Apr 2, 2019 · Wellesley Hills, Ma
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jun 21, 2019, registered Jul 22, 2019 (31 days) · Wirehouse to wirehouse
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••left Apr 2, 2019, registered Mar 29, 2019 (-4 days) · Wirehouse to wirehouse · moved with a team
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address