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Registered advisor
B••••• M•••••••••
Feed of 09/18/2026
Also filed as Bianca Monique Marcellino
At current firm
3 y
since May 8, 2023
In the industry
13 y
since May 1, 2013 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S63, 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
- A••••••••• F•••••••• S•••••••• L•• national BD currentsince Jun 29, 2026 · Chagrin Falls, Oh
- H••••••••• F•••••••• A••••••• BD affiliated currentsince May 8, 2023 · Chagrin Falls, Oh
- K•• I••••••••• S••••••• L•• BD affiliatedApr 11, 2022 to May 1, 2023 · Painesville, Oh
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJan 8, 2019 to Oct 22, 2021 · Chagrin Falls, Oh
Moves
a registration end followed by a registration begin elsewhere
- K•• I••••••••• S••••••• L•• to H••••••••• F•••••••• A•••••••left May 1, 2023, registered May 8, 2023 (7 days) · Affiliated broker-dealer or bank to another · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to K•• I••••••••• S••••••• L••left Oct 22, 2021, registered Apr 11, 2022 (171 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- B••••• M••••••••• left K•• I••••••••• S••••••• L•• for H••••••••• F•••••••• A••••••• (registered 2023-05-08)May 1, 2023 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address