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Registered advisor

M••• A•••••• V••••••

S•••••• W••••• P•••••••• L••BD affiliatedChagrin Falls, Ohdual registrantIAPD 5800736

Certified Financial Planner

Feed of 09/14/2026

At current firm

2 y

since Oct 5, 2023

In the industry

11 y

since Jun 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

S•••••• W••••• P•••••••• L•• BD affiliated current
since Oct 5, 2023 · Chagrin Falls, Oh
M••••• S•••••• wirehouse
Nov 1, 2018 to Oct 6, 2023 · Pepper Pike, Oh
P•• W••••• M••••••••• BD affiliated
Apr 13, 2018 to Nov 1, 2018 · Cleveland, Oh
C•••••• S••••• • C••• I••• national BD
Mar 4, 2016 to Mar 22, 2018 · Richfield, Oh

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• to S•••••• W••••• P•••••••• L••
left Oct 6, 2023, registered Oct 5, 2023 (-1 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
P•• W••••• M••••••••• to M••••• S••••••
left Nov 1, 2018, registered Nov 1, 2018 (0 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
C•••••• S••••• • C••• I••• to P•• W••••• M•••••••••
left Mar 22, 2018, registered Apr 13, 2018 (22 days) · Affiliated broker-dealer or bank to another

Signals

M••• A•••••• V•••••• left M••••• S•••••• for S•••••• W••••• P•••••••• L•• (registered 2023-10-05)
Oct 6, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address