M•••••• K••••• B••••

M••• B•••• • C•• L••state registeredParsippany, NjIA-onlyIAPD 5626657

Certified Financial Planner · Personal Financial Specialist · Chartered Financial Analyst

Feed of 09/14/2026

Also filed as M•••••• K••••• B••••

At current firm

6 y

since Mar 12, 2020

In the industry

17 y

since Feb 9, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M••• B•••• • C•• L•• state registered current
since Mar 12, 2020 · Parsippany, Nj
C••••• A••••••• L•• former
Aug 8, 2014 to Dec 31, 2021 · Pine Brook, Nj
N••••••••• M••••• I••••••••• S••••••••• no RAUM
Sep 26, 2013 to Jul 24, 2014 · Florham Park, Nj

Moves

a registration end followed by a registration begin elsewhere

C••••• A••••••• L•• to M••• B•••• • C•• L••
left Dec 31, 2021, registered Mar 12, 2020 (-659 days) · Affiliated broker-dealer or bank to a state-registered adviser
N••••••••• M••••• I••••••••• S••••••••• to C••••• A••••••• L••
left Jul 24, 2014, registered Aug 8, 2014 (15 days) · Other

Signals

No dated event on this person.

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: STATE REGISTEREDderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address