W••••• W•••

• A•••••• F••••••••• I••• independent RIA current
  since Jan 27, 2025 · New York, Ny
• M•• I•••••••• S•••••••• L•• BD affiliated
  Jul 9, 2020 to Feb 9, 2023 · Brooklyn, Ny
• T••••••••• F•••••••• A•••••••• L•• BD affiliated
  Jan 12, 2015 to Jul 10, 2020 · Flushing, Ny

• M•• I•••••••• S•••••••• L•• to A•••••• F••••••••• I•••
  left Feb 9, 2023, registered Jan 27, 2025 (718 days) · Affiliated broker-dealer or bank to independent RIA
• T••••••••• F•••••••• A•••••••• L•• to M•• I•••••••• S•••••••• L••
  left Jul 10, 2020, registered Jul 9, 2020 (-1 days) · Affiliated broker-dealer or bank to another

• W••••• W••• left M•• I•••••••• S•••••••• L•• for A•••••• F••••••••• I••• (registered 2025-01-27)
  Feb 9, 2023 · 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

Independent wealth managerderived

Years in industry

19derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address