E••• M•••••••

• C•••••• S••••• • C••• I••• national BD current
  since Apr 28, 2026 · Lancaster, Pa
• M••••• S•••••• wirehouse
  Feb 20, 2020 to Feb 24, 2026 · Lancaster, Pa
• M•• S••••••••• I••• unclassified
  Feb 24, 2015 to Jan 6, 2020 · New Holland, Pa
• W•••• F•••• A••••••• wirehouse
  Dec 22, 2012 to Apr 4, 2014 · Lancaster, Pa

• M••••• S•••••• to C•••••• S••••• • C••• I•••
  left Feb 24, 2026, registered Apr 28, 2026 (63 days) · Wirehouse to affiliated broker-dealer or bank
• M•• S••••••••• I••• to M••••• S••••••
  left Jan 6, 2020, registered Feb 20, 2020 (45 days) · Other
• W•••• F•••• A••••••• to M•• S••••••••• I•••
  left Apr 4, 2014, registered Feb 24, 2015 (326 days) · Other

• ••• Locked
  Feb 24, 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

13derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address