M•••••• J••••• Z••

C•••••• S••••• • C••• I•••national BDJersey City, Nj dual registrantIAPD 6397829

Feed of 09/14/2026

Also filed as M•••••• J• Z••

At current firm

3 y

since Aug 25, 2023

In the industry

13 y

since Aug 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

C•••••• S••••• • C••• I••• national BD current
since Aug 25, 2023 · Jersey City, Nj
U••• I••••••••• S••••••• C•••••• no RAUM
Jan 8, 2018 to Jul 16, 2018 · San Antonio, Tx
U••• F•••••••• P••••••• S••••••• former
Jun 6, 2016 to Jan 8, 2018 · Addison, Tx

Moves

a registration end followed by a registration begin elsewhere

U••• I••••••••• S••••••• C•••••• to C•••••• S••••• • C••• I•••
left Jul 16, 2018, registered Aug 25, 2023 (1866 days) · Affiliated broker-dealer or bank to another · moved with a team
U••• F•••••••• P••••••• S••••••• to U••• I••••••••• S••••••• C••••••
left Jan 8, 2018, registered Jan 8, 2018 (0 days) · corporate re-registration, not a move

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: National broker-dealer RIAderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address