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Registered advisor
A••••• M•••••
Certified Financial Planner
Feed of 09/15/2026
Also filed as A••••• Kevin M•••••
At current firm
4 y
since Aug 2, 2022
In the industry
15 y
since Jul 1, 2011 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
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
- C•••••••• G••••• M•••••• I••• BD affiliated currentsince Aug 2, 2022 · Tampa, Fl
- F••••• I••••••••• i••••••••• wealthMar 23, 2021 to Jun 22, 2022 · Plano, Tx
- I••••••••• F•••••••• P••••••• BD affiliatedOct 28, 2020 to Feb 12, 2021 · Tampa, Fl
- R•••••• J•••• • A••••••••• I••• national BDAug 21, 2019 to Oct 9, 2020 · St. Petersburg, Fl
- C••••••• S••••••••• I••• BD affiliatedOct 31, 2017 to Aug 6, 2019 · Riverside, Ri
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseApr 19, 2013 to Oct 25, 2017 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- F••••• I••••••••• to C•••••••• G••••• M•••••• I•••left Jun 22, 2022, registered Aug 2, 2022 (41 days) · RIA to affiliated broker-dealer or bank
- I••••••••• F•••••••• P••••••• to F••••• I•••••••••left Feb 12, 2021, registered Mar 23, 2021 (39 days) · Affiliated broker-dealer or bank to independent RIA
- R•••••• J•••• • A••••••••• I••• to I••••••••• F•••••••• P•••••••left Oct 9, 2020, registered Oct 28, 2020 (19 days) · Affiliated broker-dealer or bank to another · moved with a team
- C••••••• S••••••••• I••• to R•••••• J•••• • A••••••••• I•••left Aug 6, 2019, registered Aug 21, 2019 (15 days) · Affiliated broker-dealer or bank to another
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C••••••• S••••••••• I•••left Oct 25, 2017, registered Oct 31, 2017 (6 days) · Other · moved with a team
Signals
- A••••• M••••• left F••••• I••••••••• for C•••••••• G••••• M•••••• I••• (registered 2022-08-02)Jun 22, 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address