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Registered advisor
M••• P•••••• H•••••
Feed of 09/14/2026
Also filed as M••• P H•••••
At current firm
6 y
since Sep 14, 2020
In the industry
21 y
since Jan 27, 2005 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated currentsince Sep 14, 2020 · Muskegon, Mi
- C••••• I••••••••• A••••••• L•• BD affiliatedJul 28, 2017 to Sep 14, 2020 · Ludington, Mi
- F•••• T•••• S••••••••• I••• BD affiliatedJun 20, 2008 to Aug 1, 2017 · Ferrysburg, Mi
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJan 28, 2005 to May 10, 2006 · Muskegon, Mi
Moves
a registration end followed by a registration begin elsewhere
- C••••• I••••••••• A••••••• L•• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Sep 14, 2020, registered Sep 14, 2020 (0 days) · Affiliated broker-dealer or bank to another
- F•••• T•••• S••••••••• I••• to C••••• I••••••••• A••••••• L••left Aug 1, 2017, registered Jul 28, 2017 (-4 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to F•••• T•••• S••••••••• I•••left May 10, 2006, registered Jun 20, 2008 (772 days) · Other
Signals
No dated event on this person.
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