T•••• G• B••••

• M••••• S•••••• wirehouse current
  since Jan 6, 2026 · Salt Lake City, Ut
• P••• A••••• S••••••••• L•• BD affiliated
  Aug 29, 2016 to Nov 1, 2023 · Bozeman, Mt
• M••••• S•••••• wirehouse
  Jun 1, 2009 to Aug 17, 2016 · Durham, Nc
• C•••••••• G••••• M•••••• I••• BD affiliated
  Dec 19, 2008 to Jun 1, 2009 · Durham, Nc

• P••• A••••• S••••••••• L•• to M••••• S••••••
  left Nov 1, 2023, registered Jan 6, 2026 (797 days) · Affiliated broker-dealer or bank to wirehouse
• M••••• S•••••• to P••• A••••• S••••••••• L••
  left Aug 17, 2016, registered Aug 29, 2016 (12 days) · Other
• C•••••••• G••••• M•••••• I••• to M••••• S••••••
  left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move

• T•••• G• B•••• left P••• A••••• S••••••••• L•• for M••••• S•••••• (registered 2026-01-06)
  Nov 1, 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

Wirehousederived

Years in industry

17derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address