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Registered advisor

S••• S•••••••

M•• I•••••••• S•••••••• L••BD affiliatedWauwatosa, Wi dual registrantIAPD 5929457

Feed of 09/14/2026

Also filed as Sara Barber Starr

At current firm

2 y

since Apr 8, 2024

In the industry

14 y

since Jul 10, 2012 (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

M•• I•••••••• S•••••••• L•• BD affiliated current
since Apr 8, 2024 · Baldwinsville, Ny
C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
Nov 3, 2022 to Dec 7, 2022 · Fayetteville, Ny
F•••• C•••••• A••••••• S••••••• BD affiliated
Sep 14, 2020 to Nov 19, 2020 · Leavenworth, Ks
C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
May 23, 2017 to Oct 18, 2018 · Las Vegas, Nv
O•••• F•• I••• former
May 14, 2015 to Jun 1, 2015 · Las Vegas, Nv
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jul 11, 2012 to Dec 26, 2013 · Las Vegas, Nv

Moves

a registration end followed by a registration begin elsewhere

C•••••••• I••••••••• R••••••• A•••••••• I••• to M•• I•••••••• S•••••••• L••
left Dec 7, 2022, registered Apr 8, 2024 (488 days) · Affiliated broker-dealer or bank to another
F•••• C•••••• A••••••• S••••••• to C•••••••• I••••••••• R••••••• A•••••••• I•••
left Nov 19, 2020, registered Nov 3, 2022 (714 days) · Affiliated broker-dealer or bank to another
C•••••••• I••••••••• R••••••• A•••••••• I••• to F•••• C•••••• A••••••• S•••••••
left Oct 18, 2018, registered Sep 14, 2020 (697 days) · Affiliated broker-dealer or bank to another
O•••• F•• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••
left Jun 1, 2015, registered May 23, 2017 (722 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to O•••• F•• I•••
left Dec 26, 2013, registered May 14, 2015 (504 days) · Other

Signals

S••• S••••••• left C•••••••• I••••••••• R••••••• A•••••••• I••• for M•• I•••••••• S•••••••• L•• (registered 2024-04-08)
Dec 7, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address