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Registered advisor
Z••••• B•••••• M•••••••
Feed of 09/14/2026
At current firm
6 y
since Feb 12, 2020
In the industry
14 y
since Oct 17, 2011 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated currentsince Feb 12, 2020 · Tampa, Fl
- F•••• C•••••• A••••••• S••••••• BD affiliatedDec 15, 2015 to Mar 2, 2020 · Fort Worth, Tx
- F•••• C•••••• F•••••••• P•••••••• I••• formerOct 19, 2011 to Dec 15, 2015 · Tampa, Fl
Moves
a registration end followed by a registration begin elsewhere
- F•••• C•••••• A••••••• S••••••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Mar 2, 2020, registered Feb 12, 2020 (-19 days) · Affiliated broker-dealer or bank to another
- F•••• C•••••• F•••••••• P•••••••• I••• to F•••• C•••••• A••••••• S•••••••left Dec 15, 2015, registered Dec 15, 2015 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
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