R••••• E••••• H•••

• W•••• F•••• A••••••• wirehouse current
  since Feb 13, 2026 · Vero Beach, Fl
• M••••• S•••••• wirehouse
  Sep 22, 2014 to Feb 16, 2026 · Macon, Ga
• W•••• F•••• A••••••• wirehouse
  Feb 11, 2009 to Sep 15, 2014 · Macon, Ga
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
  Dec 11, 2006 to Feb 17, 2009 · Macon, Ga

• M••••• S•••••• to W•••• F•••• A•••••••
  left Feb 16, 2026, registered Feb 13, 2026 (-3 days) · Wirehouse to wirehouse · moved with a team
• W•••• F•••• A••••••• to M••••• S••••••
  left Sep 15, 2014, registered Sep 22, 2014 (7 days) · Wirehouse to wirehouse
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••
  left Feb 17, 2009, registered Feb 11, 2009 (-6 days) · Wirehouse to wirehouse

• ••• Locked
  Feb 16, 2026 · 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

19derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address