J•••• A•• B•••••••••

• L••••• C•••••• mixed wealth current
  since Oct 5, 2025 · New York, Ny
• M••••• S•••••• wirehouse
  May 8, 2017 to Jul 28, 2025 · Washington, Dc
• H•••••••• A•••••••• L•• BD affiliated
  Jan 6, 2016 to Mar 10, 2016 · Reston, Va
• R•• C•••••• M••••••• L•• national BD
  Nov 19, 2014 to Jan 15, 2016 · Minneapolis, Mn
• M••••• S•••••• wirehouse
  Jun 9, 2014 to Nov 11, 2014 · Bethesda, Md

• M••••• S•••••• to L••••• C••••••
  left Jul 28, 2025, registered Oct 5, 2025 (69 days) · Wirehouse to independent RIA
• H•••••••• A•••••••• L•• to M••••• S••••••
  left Mar 10, 2016, registered May 8, 2017 (424 days) · Other
• R•• C•••••• M••••••• L•• to H•••••••• A•••••••• L••
  left Jan 15, 2016, registered Jan 6, 2016 (-9 days) · Other
• M••••• S•••••• to R•• C•••••• M••••••• L••
  left Nov 11, 2014, registered Nov 19, 2014 (8 days) · Wirehouse to affiliated broker-dealer or bank

• J•••• A•• B••••••••• left M••••• S•••••• for L••••• C•••••• (registered 2025-10-05)
  Jul 28, 2025 · Advisor changed firm · fact

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Wealth manager with institutional or fund businessderived

Years in industry

16derivedfrom the earliest dated exam, employment or registration

Not published

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