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Registered advisor
M•••• E••• C•••••••••
Feed of 09/14/2026
Also filed as M•••• E••• C••••••••
At current firm
13 y
since Jul 19, 2013
In the industry
18 y
since May 9, 2008 (earliest exam, job or registration)
Prior registered firms
1
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
- M•• I•••••••• S•••••••• L•• BD affiliated currentsince Jul 19, 2013 · Center Valley, Pa
- P••• A••••• S••••••••• L•• BD affiliatedMay 30, 2008 to Jun 19, 2013 · King Of Prussia, Pa
Moves
a registration end followed by a registration begin elsewhere
- P••• A••••• S••••••••• L•• to M•• I•••••••• S•••••••• L••left Jun 19, 2013, registered Jul 19, 2013 (30 days) · Other
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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address