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Registered advisor
M•••••• E•••
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as M•••••• Kuteettin E•••
At current firm
4 y
since May 18, 2022
In the industry
22 y
since Aug 2, 2004 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
15
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- T• P•••••• C••••• W••••• L•• BD affiliated currentsince May 18, 2022 · New York, Ny
- L•• F•••••••• L•• BD affiliatedJun 9, 2021 to May 23, 2022 · River Edge, Nj
- M•• S••••••••• I••• unclassifiedApr 21, 2017 to Jun 9, 2021 · Lodi, Nj
- W•••••• • R••• formerSep 11, 2015 to Apr 17, 2017 · Colonia, Nj
- J••• M••••• S••••••••• L•• wirehouseOct 1, 2012 to Jul 17, 2014 · Avenel, Nj
- C•••• I••••••••• S••••••• C•••• formerMay 2, 2009 to Oct 1, 2012 · Avenel, Nj
- W••• I••••••••• I••• unclassifiedMay 29, 2008 to May 2, 2009 · Avenel, Nj
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to T• P•••••• C••••• W••••• L••left May 23, 2022, registered May 18, 2022 (-5 days) · RIA to affiliated broker-dealer or bank
- M•• S••••••••• I••• to L•• F•••••••• L••left Jun 9, 2021, registered Jun 9, 2021 (0 days) · corporate re-registration, not a move
- W•••••• • R••• to M•• S••••••••• I•••left Apr 17, 2017, registered Apr 21, 2017 (4 days) · Other
- J••• M••••• S••••••••• L•• to W•••••• • R•••left Jul 17, 2014, registered Sep 11, 2015 (421 days) · Other
- C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- W••• I••••••••• I••• to C•••• I••••••••• S••••••• C••••left May 2, 2009, registered May 2, 2009 (0 days) · corporate re-registration, not a move
Signals
- M•••••• E••• left L•• F•••••••• L•• for T• P•••••• C••••• W••••• L•• (registered 2022-05-18)May 23, 2022 · Advisor changed firm · fact
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
- 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