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Registered advisor
T••••• T•••••• L•••••
Feed of 09/14/2026
At current firm
4 y
since Mar 15, 2022
In the industry
21 y
since May 31, 2005 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- W•••• F•••• A••••••• wirehouse currentsince Mar 15, 2022 · Canton, Mi
- S•••••• W••••• P•••••••• L•• BD affiliatedJun 9, 2015 to Jul 16, 2015 · Northville, Mi
- L•• F•••••••• L•• BD affiliatedJul 29, 2011 to May 9, 2022 · Pontiac, Mi
- J•• F•••••••• S•••••••• I••• independent RIANov 4, 2010 to Oct 17, 2013 · Trenton, Mi
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedSep 28, 2010 to Nov 11, 2010 · Novi, Mi
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to S•••••• W••••• P•••••••• L••left May 9, 2022, registered Jun 9, 2015 (-2526 days) · Other
- S•••••• W••••• P•••••••• L•• to W•••• F•••• A•••••••left Jul 16, 2015, registered Mar 15, 2022 (2434 days) · Other
- J•• F•••••••• S•••••••• I••• to L•• F•••••••• L••left Oct 17, 2013, registered Jul 29, 2011 (-811 days) · Other
- C•••••••• I••••••••• R••••••• A•••••••• I••• to J•• F•••••••• S•••••••• I•••left Nov 11, 2010, registered Nov 4, 2010 (-7 days) · Other
Signals
- T••••• T•••••• L••••• left L•• F•••••••• L•• for S•••••• W••••• P•••••••• L•• (registered 2015-06-09)May 9, 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
- Wirehousederived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address