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Registered advisor
H••• P•••••• M••••••••
Feed of 09/14/2026
Also filed as H••• P•••••• M••••••••
At current firm
6 y
since Jun 1, 2020
In the industry
14 y
since Jun 1, 2012 (earliest exam, job or registration)
Prior registered firms
2
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
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Jun 1, 2020 · Barberton, Oh
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseNov 2, 2017 to Jun 3, 2020 · Pepper Pike, Oh
- M••••• S•••••• wirehouseNov 19, 2012 to Nov 13, 2017 · Pepper Pike, Oh
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jun 3, 2020, registered Jun 1, 2020 (-2 days) · Wirehouse to affiliated broker-dealer or bank
- M••••• S•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Nov 13, 2017, registered Nov 2, 2017 (-11 days) · Wirehouse to wirehouse · moved with a team
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