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Feed of 09/14/2026
Also filed as T•••• Tovey
At current firm
2 y
since Jul 25, 2024
In the industry
12 y
since Jul 1, 2014 (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
1
dated events on this person
Registration history
IAPD current and previous registrations
- M••••• S•••••• wirehouse currentsince Jul 25, 2024 · Boise, Id
- R•• C•••••• M••••••• L•• national BDJun 25, 2015 to Aug 7, 2024 · Portland, Or
Moves
a registration end followed by a registration begin elsewhere
- R•• C•••••• M••••••• L•• to M••••• S••••••left Aug 7, 2024, registered Jul 25, 2024 (-13 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
Signals
- T•••• J• S•••••••• left R•• C•••••• M••••••• L•• for M••••• S•••••• (registered 2024-07-25)Aug 7, 2024 · Advisor changed firm · fact
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
- Wirehousederived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address