T••••• C•••• P••••

• L•• F•••••••• L•• BD affiliated current
  since May 18, 2022 · East Lansing, Mi
• C••• B•••••••• S•••••••• I••• former
  Jul 24, 2019 to May 18, 2022 · Okemos, Mi
• C••• F•••••••• S•••••••• L••• former
  Sep 19, 2016 to Jul 16, 2019 · Okemos, Mi
• S•• BD affiliated
  Mar 24, 2011 to Sep 15, 2016 · Ann Arbor, Mi

• C••• B•••••••• S•••••••• I••• to L•• F•••••••• L••
  left May 18, 2022, registered May 18, 2022 (0 days) · corporate re-registration, not a move
• C••• F•••••••• S•••••••• L••• to C••• B•••••••• S•••••••• I•••
  left Jul 16, 2019, registered Jul 24, 2019 (8 days) · Affiliated broker-dealer or bank to another · moved with a team
• S•• to C••• F•••••••• S•••••••• L•••
  left Sep 15, 2016, registered Sep 19, 2016 (4 days) · Other

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

Broker-dealer affiliated wealth managerderived

Years in industry

22derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address