B•••• B••••

• W•••• F•••• A••••••• wirehouse current
  since Jun 20, 2025 · Atlanta, Ga
• W•••• F•••• A••••••• wirehouse
  Oct 18, 2010 to Jun 20, 2025 · Atlanta, Ga
• S••••••• I••••••••• S•••••••• I••• former
  Mar 4, 2008 to Oct 12, 2010 · Atlanta, Ga
• C•••••••• G••••• M•••••• I••• BD affiliated
  Dec 2, 2005 to Jan 7, 2008 · Atlanta, Ga
• U•• F•••••••• S••••••• I••• wirehouse
  Nov 7, 2005 to Nov 16, 2005 · Savannah, Ga

• W•••• F•••• A••••••• to W•••• F•••• A•••••••
  left Jun 20, 2025, registered Jun 20, 2025 (0 days) · channel change inside one enterprise, not a move · moved with a team
• S••••••• I••••••••• S•••••••• I••• to W•••• F•••• A•••••••
  left Oct 12, 2010, registered Oct 18, 2010 (6 days) · Other
• C•••••••• G••••• M•••••• I••• to S••••••• I••••••••• S•••••••• I•••
  left Jan 7, 2008, registered Mar 4, 2008 (57 days) · Other
• U•• F•••••••• S••••••• I••• to C•••••••• G••••• M•••••• I•••
  left Nov 16, 2005, registered Dec 2, 2005 (16 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

Wirehousederived

Years in industry

20derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address