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Registered advisor
S•••••• O• O••••
Feed of 09/14/2026
Also filed as S•••••• D• O••••
At current firm
6 y
since Feb 26, 2020
In the industry
15 y
since Aug 1, 2011 (earliest exam, job or registration)
Prior registered firms
2
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse currentsince Feb 26, 2020 · Seabrook, Md
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseAug 16, 2016 to Oct 23, 2019 · Beltsville, Md
- P••• A••••• S••••••••• L•• BD affiliatedDec 22, 2015 to Jan 11, 2016 · Chevy Chase, Md
Moves
a registration end followed by a registration begin elsewhere
- P••• A••••• S••••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jan 11, 2016, registered Aug 16, 2016 (218 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address