Z•••• P••••••• G••••

• I•••••• A•••••••• I••• asset manager current
  since Nov 28, 2017 · Atlanta, Ga
• I•••••• A•••••••• I••• asset manager
  Sep 26, 2014 to Nov 30, 2015 · Atlanta, Ga
• S•••••••• A••••••• L•• national BD
  May 18, 2010 to Sep 10, 2014 · Atlanta, Ga
• F•• S••••••••• C••••••••• former
  Jun 4, 2007 to Apr 27, 2009 · Atlanta, Ga
• A••••••••• F•••••••• S•••••••• L•• national BD
  Sep 8, 2005 to Sep 26, 2006 · Alpharetta, Ga

• S•••••••• A••••••• L•• to I•••••• A•••••••• I•••
  left Sep 10, 2014, registered Sep 26, 2014 (16 days) · Other
• F•• S••••••••• C••••••••• to S•••••••• A••••••• L••
  left Apr 27, 2009, registered May 18, 2010 (386 days) · Other
• A••••••••• F•••••••• S•••••••• L•• to F•• S••••••••• C•••••••••
  left Sep 26, 2006, registered Jun 4, 2007 (251 days) · Other

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Asset manager (funds and pooled vehicles)derived

Years in industry

21derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address