DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

M•••• S••••••

M•••••• L••••• P•••••• F••••• • S•••• I•••••••••wirehouseProvidence, Ri dual registrantIAPD 5248733

Feed of 09/15/2026

Also filed as Mirna R. Succari

At current firm

2 y

since Jun 13, 2024

In the industry

19 y

since Dec 8, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse current
since Jun 13, 2024 · Providence, Ri
J••• M••••• S••••••••• L•• wirehouse
Apr 19, 2022 to May 15, 2024 · Boston, Ma
C••••••• S••••••••• I••• BD affiliated
Mar 8, 2022 to Mar 14, 2022 · Medford, Ma
C••••••• P•••••• W••••• BD affiliated
Aug 15, 2019 to Mar 14, 2022 · Medford, Ma
C••••••• S••••••••• I••• BD affiliated
Apr 17, 2013 to Jan 8, 2020 · Somerville, Ma

Moves

a registration end followed by a registration begin elsewhere

J••• M••••• S••••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left May 15, 2024, registered Jun 13, 2024 (29 days) · Wirehouse to wirehouse
C••••••• P•••••• W••••• to C••••••• S••••••••• I•••
left Mar 14, 2022, registered Mar 8, 2022 (-6 days) · RIA to affiliated broker-dealer or bank
C••••••• S••••••••• I••• to J••• M••••• S••••••••• L••
left Mar 14, 2022, registered Apr 19, 2022 (36 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
C••••••• S••••••••• I••• to C••••••• P•••••• W•••••
left Jan 8, 2020, registered Aug 15, 2019 (-146 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team

Signals

M•••• S•••••• left J••• M••••• S••••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2024-06-13)
May 15, 2024 · Advisor changed firm · fact
M•••• S•••••• left C••••••• S••••••••• I••• for J••• M••••• S••••••••• L•• (registered 2022-04-19)
Mar 14, 2022 · Advisor changed firm · fact
M•••• S•••••• left C••••••• P•••••• W••••• for C••••••• S••••••••• I••• (registered 2022-03-08)
Mar 14, 2022 · Advisor changed firm · fact

Transition signals

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.

Provenance

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