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Registered advisor

C•••••••• P••••••

C•••••••• G••••• M•••••• I•••BD affiliatedGreenwich, Ct dual registrantIAPD 4830283

Feed of 09/14/2026

Also filed as C•••••••• Rose Glinski

At current firm

0 y

since Jan 5, 2026

In the industry

21 y

since Sep 27, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C•••••••• G••••• M•••••• I••• BD affiliated current
since Jan 5, 2026 · Greenwich, Ct
J••• M••••• S••••••••• L•• wirehouse
Jun 14, 2024 to Dec 16, 2025 · Lutherville, Md
L•• F•••••••• L•• BD affiliated
Oct 11, 2021 to Nov 30, 2023 · Baltimore, Md
M•• S••••••••• I••• unclassified
Apr 23, 2019 to Jun 9, 2021 · Baltimore, Md
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Oct 23, 2009 to May 2, 2017 · Chevy Chase, Md
B••• O• A•••••• I••••••••• S•••••••• I••• unclassified
Dec 21, 2006 to Oct 23, 2009 · Mclean, Va

Moves

a registration end followed by a registration begin elsewhere

J••• M••••• S••••••••• L•• to C•••••••• G••••• M•••••• I•••
left Dec 16, 2025, registered Jan 5, 2026 (20 days) · Wirehouse to affiliated broker-dealer or bank
L•• F•••••••• L•• to J••• M••••• S••••••••• L••
left Nov 30, 2023, registered Jun 14, 2024 (197 days) · Affiliated broker-dealer or bank to wirehouse
M•• S••••••••• I••• to L•• F•••••••• L••
left Jun 9, 2021, registered Oct 11, 2021 (124 days) · corporate re-registration, not a move
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M•• S••••••••• I•••
left May 2, 2017, registered Apr 23, 2019 (721 days) · Other
B••• O• A•••••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move

Signals

C•••••••• P•••••• left J••• M••••• S••••••••• L•• for C•••••••• G••••• M•••••• I••• (registered 2026-01-05)
Dec 16, 2025 · Advisor changed firm · fact
C•••••••• P•••••• left L•• F•••••••• L•• for J••• M••••• S••••••••• L•• (registered 2024-06-14)
Nov 30, 2023 · 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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address