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Registered advisor
I•••• G••••• P••••••
Feed of 09/14/2026
Also filed as I•••• P••••••
At current firm
11 y
since Jul 16, 2015
In the industry
13 y
since Aug 5, 2013 (earliest exam, job or registration)
Prior registered firms
1
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••••• S•••••• wirehouse currentsince Jul 16, 2015 · Beverly Hills, Ca
- A••••••••• F•••••••• S•••••••• L•• national BDAug 6, 2013 to Aug 4, 2015 · Long Beach, Ca
Moves
a registration end followed by a registration begin elsewhere
- A••••••••• F•••••••• S•••••••• L•• to M••••• S••••••left Aug 4, 2015, registered Jul 16, 2015 (-19 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address