R•••••• K••• M•••••••

• W•••• F•••• A••••••• wirehouse current
  since Jan 17, 2025 · Frisco, Tx
• J••• M••••• S••••••••• L•• wirehouse
  Oct 1, 2008 to Jan 19, 2025 · Dallas, Tx
• J••• M••••• S••••••••• I••• unclassified
  Feb 22, 2007 to Oct 1, 2008 · Dallas, Tx
• A• G• E•••••• • S•••• I••• unclassified
  Jan 1, 2006 to Feb 15, 2007 · Mckinney, Tx

• J••• M••••• S••••••••• L•• to W•••• F•••• A•••••••
  left Jan 19, 2025, registered Jan 17, 2025 (-2 days) · Wirehouse to wirehouse · moved with a team
• J••• M••••• S••••••••• I••• to J••• M••••• S••••••••• L••
  left Oct 1, 2008, registered Oct 1, 2008 (0 days) · corporate re-registration, not a move
• A• G• E•••••• • S•••• I••• to J••• M••••• S••••••••• I•••
  left Feb 15, 2007, registered Feb 22, 2007 (7 days) · Other

• R•••••• K••• M••••••• left J••• M••••• S••••••••• L•• for W•••• F•••• A••••••• (registered 2025-01-17)
  Jan 19, 2025 · Advisor changed firm · fact

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