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Registered advisor
T•••••••• L•••• S•••••
Feed of 09/14/2026
Also filed as Trimesha L•••• S•••••
At current firm
0 y
since Jan 5, 2026
In the industry
15 y
since Dec 1, 2010 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Z•••• W•••••• L•• state registered currentsince Jan 5, 2026 · Royal Oak, Mi
- L•• F•••••••• L•• BD affiliatedJul 2, 2019 to Oct 10, 2023 · Melbourne, Fl
- T• A••••••••• I••••••••• M••••••••• L•• formerMar 29, 2018 to Oct 23, 2018 · Orlando, Fl
- T• A••••••••• I••• formerMar 19, 2018 to Oct 23, 2018 · Orlando, Fl
- S•••••••• I••••••••• M••••••••• formerMar 10, 2017 to Mar 24, 2018 · Orlando, Fl
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to Z•••• W•••••• L••left Oct 10, 2023, registered Jan 5, 2026 (818 days) · Affiliated broker-dealer or bank to a state-registered adviser
- T• A••••••••• I••••••••• M••••••••• L•• to L•• F•••••••• L••left Oct 23, 2018, registered Jul 2, 2019 (252 days) · RIA to RIA
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Oct 23, 2018, registered Mar 29, 2018 (-208 days) · channel change inside one enterprise, not a move · moved with a team
- S•••••••• I••••••••• M••••••••• to T• A••••••••• I•••left Mar 24, 2018, registered Mar 19, 2018 (-5 days) · channel change inside one enterprise, not a move · moved with a team
Signals
- T•••••••• L•••• S••••• left L•• F•••••••• L•• for Z•••• W•••••• L•• (registered 2026-01-05)Oct 10, 2023 · Advisor changed firm · fact
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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address