J•••••• M••••

• O•••• W•••••• I••• BD affiliated current
  since Jan 23, 2026 · Clay, Mi
• A••••••••• F•••••••• S•••••••• L•• national BD
  Jan 4, 2021 to Jan 29, 2026 · Auburn Hills, Mi
• O•••• W•••••• I••• BD affiliated
  Aug 30, 2019 to Jan 7, 2021 · Troy, Mi
• S••••••••• A•••••• A•••••••• I••• former
  Aug 14, 2018 to Sep 3, 2019 · Sterling Heights, Mi
• O• I••••••••• M••••••••• C• BD affiliated
  Sep 22, 2016 to Aug 15, 2018 · Sterling Height, Mi

• A••••••••• F•••••••• S•••••••• L•• to O•••• W•••••• I•••
  left Jan 29, 2026, registered Jan 23, 2026 (-6 days) · Affiliated broker-dealer or bank to another
• O•••• W•••••• I••• to A••••••••• F•••••••• S•••••••• L••
  left Jan 7, 2021, registered Jan 4, 2021 (-3 days) · Affiliated broker-dealer or bank to another · moved with a team
• S••••••••• A•••••• A•••••••• I••• to O•••• W•••••• I•••
  left Sep 3, 2019, registered Aug 30, 2019 (-4 days) · channel change inside one enterprise, not a move
• O• I••••••••• M••••••••• C• to S••••••••• A•••••• A•••••••• I•••
  left Aug 15, 2018, registered Aug 14, 2018 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team

• J•••••• M•••• left A••••••••• F•••••••• S•••••••• L•• for O•••• W•••••• I••• (registered 2026-01-23)
  Jan 29, 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

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