B••••• M•••• C••••

Title

Managing Directorreportedrwbaird.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• R••••• W• B•••• • C•• I••••••••• mixed wealth current
  since Mar 12, 2012 · Siesta Key, Fl
• W•••• F•••• A••••••• wirehouse
  Nov 23, 2009 to Mar 2, 2012 · Sarasota, Fl

• W•••• F•••• A••••••• to R••••• W• B•••• • C•• I•••••••••
  left Mar 2, 2012, registered Mar 12, 2012 (10 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

Wealth manager with institutional or fund businessderived

Years in industry

16derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address