B•••• W••••• U••••

• A••••••••• F•••••••• S•••••••• L•• national BD current
  since Feb 13, 2026 · Tallahassee, Fl
• L•• F•••••••• L•• BD affiliated
  Feb 14, 2018 to Feb 23, 2026 · Madison, Fl
• I••••• F•••••••• C••••••••• former
  Oct 21, 2014 to Feb 15, 2018 · Chiefland, Fl
• P••• A••••• S••••••••• L•• BD affiliated
  Mar 19, 2012 to Oct 9, 2014 · Tallahassee, Fl

• L•• F•••••••• L•• to A••••••••• F•••••••• S•••••••• L••
  left Feb 23, 2026, registered Feb 13, 2026 (-10 days) · Affiliated broker-dealer or bank to another
• I••••• F•••••••• C••••••••• to L•• F•••••••• L••
  left Feb 15, 2018, registered Feb 14, 2018 (-1 days) · corporate re-registration, not a move
• P••• A••••• S••••••••• L•• to I••••• F•••••••• C•••••••••
  left Oct 9, 2014, registered Oct 21, 2014 (12 days) · Other

• B•••• W••••• U•••• left L•• F•••••••• L•• for A••••••••• F•••••••• S•••••••• L•• (registered 2026-02-13)
  Feb 23, 2026 · 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

National broker-dealer RIAderived

Years in industry

14derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address