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A•••••• S••••••••

At current firm
11 y
since May 26, 2015
In the industry
17 y
Prior registered firms
1
Signals
0
As of · the IAPD feed
Contact
what the firm publishes for this advisor, each with the page it was read from
Team page
••• Lockedreportedwithheld-1firm site, Sep 24, 2026
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Professional profile
title, designations and roles as the firm prints them
Title
First Vice President/Investmentsreportedstifel.comfirm site, Sep 24, 2026
Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
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
National broker-dealer RIAderived
Years in industry
17derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address