A••••• Z••••

• E•••••• A••••••• G••••• L•• BD affiliated current
  since Jul 25, 2025 · Greenwood Village, Co
• V•••• F•••••••• A•••••••• I••• BD affiliated
  Jul 14, 2020 to May 30, 2023 · Grand Rapids, Mi
• J••• M••••• S••••••••• L•• wirehouse
  May 14, 2016 to Jul 22, 2020 · Grand Rapids, Mi
• E••••• J•••• national BD
  Jun 9, 2014 to Nov 23, 2015 · Maryland Heights, Mo

• V•••• F•••••••• A•••••••• I••• to E•••••• A••••••• G••••• L••
  left May 30, 2023, registered Jul 25, 2025 (787 days) · Affiliated broker-dealer or bank to another
• J••• M••••• S••••••••• L•• to V•••• F•••••••• A•••••••• I•••
  left Jul 22, 2020, registered Jul 14, 2020 (-8 days) · Wirehouse to affiliated broker-dealer or bank
• E••••• J•••• to J••• M••••• S••••••••• L••
  left Nov 23, 2015, registered May 14, 2016 (173 days) · Affiliated broker-dealer or bank to wirehouse

• ••• Locked
  May 30, 2023 · Advisor changed firm · fact

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Broker-dealer affiliated wealth managerderived

Years in industry

12derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address