G•••••••• S••••• D•••••••

• P•• W••••• M••••••••• BD affiliated current
  since Jun 26, 2025 · Okemos, Mi
• F••••••• P••••••• A•• W•••••••• A••••••• former
  Feb 5, 2019 to Aug 29, 2023 · Farmington, Mi
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
  Nov 18, 2015 to Dec 5, 2018 · Dearborn, Mi

• F••••••• P••••••• A•• W•••••••• A••••••• to P•• W••••• M•••••••••
  left Aug 29, 2023, registered Jun 26, 2025 (667 days) · Affiliated broker-dealer or bank to another
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to F••••••• P••••••• A•• W•••••••• A•••••••
  left Dec 5, 2018, registered Feb 5, 2019 (62 days) · Wirehouse to affiliated broker-dealer or bank

• ••• Locked
  Aug 29, 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

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