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Registered advisor
P•••••• T••••• L• V•••••
Feed of 09/15/2026
Also filed as P•••••• Georgios T•••••
At current firm
13 y
since Sep 3, 2013
In the industry
20 y
since Sep 23, 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•••••••• G••••• M•••••• I••• BD affiliated currentsince Sep 3, 2013 · Washington, Dc
- W•••• F•••• A••••••• wirehouseSep 19, 2012 to Jul 31, 2013 · Vienna, Va
- P•• W••••• M••••••••• BD affiliatedJan 18, 2007 to Sep 14, 2012 · Mclean, Va
- A••••••••• F•••••••• S•••••••• L•• national BDSep 26, 2005 to Sep 29, 2006 · Vienna, Va
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to C•••••••• G••••• M•••••• I•••left Jul 31, 2013, registered Sep 3, 2013 (34 days) · Other
- P•• W••••• M••••••••• to W•••• F•••• A•••••••left Sep 14, 2012, registered Sep 19, 2012 (5 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to P•• W••••• M•••••••••left Sep 29, 2006, registered Jan 18, 2007 (111 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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address