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Registered advisor
S•••• P•••••
Feed of 09/15/2026
Also filed as Shawn Ian Perona
At current firm
0 y
since Feb 10, 2026
In the industry
12 y
since Sep 8, 2014 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- C••••• I••••••••• A••••••• L•• BD affiliated currentsince Feb 10, 2026 · Phoenix, Az
- J••• M••••• S••••••••• L•• wirehouseJul 7, 2022 to Feb 11, 2026 · Tempe, Az
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseAug 14, 2020 to Apr 6, 2021 · Chandler, Az
- E•••••••• A•••••••• L•• national BDMar 4, 2019 to May 12, 2020 · Scottsdale, Az
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 3, 2016 to Mar 6, 2019 · Chandler, Az
- E•••••••• A•••••••• L•• national BDOct 7, 2014 to Sep 27, 2016 · Phoeniz, Az
Moves
a registration end followed by a registration begin elsewhere
- J••• M••••• S••••••••• L•• to C••••• I••••••••• A••••••• L••left Feb 11, 2026, registered Feb 10, 2026 (-1 days) · Wirehouse to affiliated broker-dealer or bank
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to J••• M••••• S••••••••• L••left Apr 6, 2021, registered Jul 7, 2022 (457 days) · Wirehouse to wirehouse · moved with a team
- E•••••••• A•••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left May 12, 2020, registered Aug 14, 2020 (94 days) · Affiliated broker-dealer or bank to wirehouse
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to E•••••••• A•••••••• L••left Mar 6, 2019, registered Mar 4, 2019 (-2 days) · Wirehouse to affiliated broker-dealer or bank
- E•••••••• A•••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Sep 27, 2016, registered Oct 3, 2016 (6 days) · Affiliated broker-dealer or bank to wirehouse
Signals
- S•••• P••••• left J••• M••••• S••••••••• L•• for C••••• I••••••••• A••••••• L•• (registered 2026-02-10)Feb 11, 2026 · Advisor changed firm · fact
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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address