M•••••• U••••••

E•••• V•••• M•••••••••asset managerBoston, Madual registrantIAPD 6166491

Feed of 09/14/2026

At current firm

3 y

since Aug 9, 2023

In the industry

12 y

since Dec 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

E•••• V•••• M••••••••• asset manager current
since Aug 9, 2023 · Boston, Ma
M••••• S•••••• I••••••••• M••••••••• I••• asset manager
Dec 3, 2020 to May 31, 2023 · New York, Ny
M••••• S•••••• wirehouse
Jan 29, 2018 to Dec 1, 2020 · Purchase, Ny

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• I••••••••• M••••••••• I••• to E•••• V•••• M•••••••••
left May 31, 2023, registered Aug 9, 2023 (70 days) · channel change inside one enterprise, not a move · moved with a team
M••••• S•••••• to M••••• S•••••• I••••••••• M••••••••• I•••
left Dec 1, 2020, registered Dec 3, 2020 (2 days) · channel change inside one enterprise, not a move · 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: Asset manager (funds and pooled vehicles)derived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address