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Registered advisor

G••• B•••••••••

C••••• I••••••••• A••••••• L••BD affiliatedPort Republic, Njdual registrantIAPD 6158034

Feed of 09/14/2026

Also filed as G••• M•••• B••••••••• M• B••••••••• M•••• B••••••••• M• B••••••••• M•••• W••••••

At current firm

1 y

since Aug 28, 2025

In the industry

13 y

since Apr 2, 2013 (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

S63, 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 current
since Aug 28, 2025 · Port Republic, Nj
M••••• S•••••• wirehouse
Mar 6, 2020 to Aug 28, 2025 · Toms River, Nj
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Oct 17, 2014 to Mar 4, 2020 · Ship Bottom, Nj

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• to C••••• I••••••••• A••••••• L••
left Aug 28, 2025, registered Aug 28, 2025 (0 days) · Wirehouse to affiliated broker-dealer or bank
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••
left Mar 4, 2020, registered Mar 6, 2020 (2 days) · Wirehouse to wirehouse · moved with a team

Signals

••• Locked
Aug 28, 2025 · Advisor changed firm · fact

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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address