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Registered advisor
B•••••• P•••••
Feed of 09/14/2026
Also filed as B•••••• P••••••••• A•••• P•••••
At current firm
13 y
since Aug 2, 2013
In the industry
15 y
since Sep 8, 2011 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
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•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse currentsince Aug 2, 2013 · Reston, Va
- V••• F•••••••• A•••••••• I••• BD affiliatedSep 14, 2011 to Jul 23, 2013 · Tysons Corner, Va
Moves
a registration end followed by a registration begin elsewhere
- V••• F•••••••• A•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jul 23, 2013, registered Aug 2, 2013 (10 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
- Wirehousederived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address