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Registered advisor

R••••••• F••••• P•••••

S••BD affiliatedAnn Arbor, Midual registrantIAPD 5143334
Feed of 09/14/2026
At current firm
3 y
since Mar 7, 2023
In the industry
20 y
since Sep 11, 2006 (earliest exam, job or registration)
Prior registered firms
2
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
  • S•• BD affiliated current
    since Mar 7, 2023 · Ann Arbor, Mi
  • S•• BD affiliated
    Jun 18, 2013 to Sep 30, 2022 · Ann Arbor, Mi
  • S•• BD affiliated
    Sep 28, 2006 to Dec 6, 2011 · Ann Arbor, Mi
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
Signals
No dated event on this person.
Transition signals

Mobility scoring is not published yet.

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