C•••••• N••••• M••••

• M•••• C•••••• L•• state registered current
  since Jan 9, 2026 · Winter Park, Fl
• C••• F•••••••• S•••••••• L••• former
  Aug 25, 2017 to Sep 4, 2018 · Orlando, Fl
• C••••• A••••••• L•• former
  Apr 29, 2015 to Aug 28, 2017 · Maitland, Fl
• W•••••• • R••• former
  Dec 23, 2011 to May 4, 2015 · Maitland, Fl

• C••• F•••••••• S•••••••• L••• to M•••• C•••••• L••
  left Sep 4, 2018, registered Jan 9, 2026 (2684 days) · Affiliated broker-dealer or bank to a state-registered adviser
• C••••• A••••••• L•• to C••• F•••••••• S•••••••• L•••
  left Aug 28, 2017, registered Aug 25, 2017 (-3 days) · Other
• W•••••• • R••• to C••••• A••••••• L••
  left May 4, 2015, registered Apr 29, 2015 (-5 days) · Other

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

STATE REGISTEREDderived

Years in industry

14derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address