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Registered advisor
M•••••• P• M•••••••••
Feed of 09/14/2026
Also filed as M•••••• P••• M•••••••••
At current firm
11 y
since Aug 19, 2015
In the industry
14 y
since May 23, 2012 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
8
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
- C••••••• S••••••••• I••• BD affiliated currentsince Aug 19, 2015 · Woburn, Ma
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMay 24, 2012 to Apr 29, 2015 · Burlington, Ma
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C••••••• S••••••••• I•••left Apr 29, 2015, registered Aug 19, 2015 (112 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
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