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Feed of 09/14/2026
Also filed as J••••• Kyle M••••••
At current firm
4 y
since Jan 17, 2022
In the industry
15 y
since Oct 21, 2010 (earliest exam, job or registration)
Prior registered firms
4
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- M••••• S•••••• wirehouse currentsince Jan 17, 2022 · Santa Fe, Nm
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseAug 18, 2017 to Jan 24, 2022 · Albuquerque, Nm
- U•• F•••••••• S••••••• I••• wirehouseSep 22, 2014 to Aug 28, 2017 · Santa Fe, Nm
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseSep 9, 2011 to Sep 24, 2014 · Santa Fe, Nm
- W•••••• • R••• formerOct 26, 2010 to Jul 27, 2011 · Santa Fe, Nm
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••left Jan 24, 2022, registered Jan 17, 2022 (-7 days) · Wirehouse to wirehouse
- U•• F•••••••• S••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Aug 28, 2017, registered Aug 18, 2017 (-10 days) · Wirehouse to wirehouse
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U•• F•••••••• S••••••• I•••left Sep 24, 2014, registered Sep 22, 2014 (-2 days) · Wirehouse to wirehouse
- W•••••• • R••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jul 27, 2011, registered Sep 9, 2011 (44 days) · Other
Signals
- J••••• K• M•••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S•••••• (registered 2022-01-17)Jan 24, 2022 · 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
- Wirehousederived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address