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B•••••• R•••••
Vice President/Client Service; Client Relationship Managerat S•••••• N••••••• • C••••••• I•••••••••Dual registrant· New York, NyIAPD 4870115
As of · the IAPD feed; also filed as B•••••• N• T••••••••• N•••• T••••••••• N•••• R•••••
- At current firm
- 6 y
- In the industry
- 21 y
- Prior registered firms
- 1
- Signals
- 0
since Sep 22, 2020
As of · the IAPD feed; also filed as B•••••• N• T••••••••• N•••• T••••••••• N•••• R•••••
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Team page
- ••• Lockedreportedwithheld-2firm site, Sep 24, 2026
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Professional profileWhat is shown hereOnly business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
title, designations and roles as the firm prints them
- Title
- Vice President/Client Service; Client Relationship Managerreporteddelmonte-group.comfirm site, Sep 24, 2026
Registration history
IAPD current and previous registrations
- S•••••• N••••••• • C••••••• I••••••••• national BD currentsince Sep 22, 2020 · New York, Ny
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseAug 30, 2017 to Mar 26, 2018 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to S•••••• N••••••• • C••••••• I•••••••••left Mar 26, 2018, registered Sep 22, 2020 (911 days) · Wirehouse to affiliated broker-dealer or bank
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
- National broker-dealer RIAderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address