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Feed of 09/14/2026
Also filed as Zak F••••••
At current firm
5 y
since May 17, 2021
In the industry
14 y
since Apr 2, 2012 (earliest exam, job or registration)
Prior registered firms
3
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince May 17, 2021 · Tampa, Fl
- C••••• I••••••••• A••••••• L•• BD affiliatedMar 18, 2015 to May 17, 2021 · Tampa, Fl
- U••• F•••••••• P••••••• S••••••• formerDec 11, 2013 to Feb 19, 2015 · Tampa, Fl
- P•• W••••• M••••••••• BD affiliatedApr 3, 2012 to Oct 29, 2013 · Palm Harbor, Fl
Moves
a registration end followed by a registration begin elsewhere
- C••••• I••••••••• A••••••• L•• to L•• F•••••••• L••left May 17, 2021, registered May 17, 2021 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
- U••• F•••••••• P••••••• S••••••• to C••••• I••••••••• A••••••• L••left Feb 19, 2015, registered Mar 18, 2015 (27 days) · Other
- P•• W••••• M••••••••• to U••• F•••••••• P••••••• S•••••••left Oct 29, 2013, registered Dec 11, 2013 (43 days) · Other
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