L••• C• D••••

C•••••• S••••• • C••• I•••national BDPalm Beach Gardens, Fl dual registrantIAPD 6599237

Feed of 09/14/2026

Also filed as Lola Danza

At current firm

1 y

since Jul 9, 2025

In the industry

15 y

since Jan 1, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

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 Jul 9, 2025 · Vero Beach, Fl
S•••••••• A••••••• L•• national BD
Mar 31, 2025 to Jun 6, 2025 · Sarasota, Fl
F••••••• P••••••• A•• W•••••••• A••••••• former
Apr 28, 2023 to Mar 31, 2025 · Sarasota, Fl
C•••••• S••••• • C••• I••• national BD
May 13, 2019 to Nov 25, 2022 · New York City, Ny
T• A••••••••• I••• former
Apr 4, 2017 to Feb 20, 2019 · New York, Ny
T• A••••••••• I••••••••• M••••••••• L•• former
Mar 20, 2017 to Feb 20, 2019 · New York, Ny
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Sep 9, 2016 to Feb 16, 2017 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

S•••••••• A••••••• L•• to C•••••• S••••• • C••• I•••
left Jun 6, 2025, registered Jul 9, 2025 (33 days) · Affiliated broker-dealer or bank to another · moved with a team
F••••••• P••••••• A•• W•••••••• A••••••• to S•••••••• A••••••• L••
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
C•••••• S••••• • C••• I••• to F••••••• P••••••• A•• W•••••••• A•••••••
left Nov 25, 2022, registered Apr 28, 2023 (154 days) · Affiliated broker-dealer or bank to another
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left Feb 20, 2019, registered Apr 4, 2017 (-687 days) · channel change inside one enterprise, not a move
T• A••••••••• I••• to C•••••• S••••• • C••• I•••
left Feb 20, 2019, registered May 13, 2019 (82 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to T• A••••••••• I••••••••• M••••••••• L••
left Feb 16, 2017, registered Mar 20, 2017 (32 days) · Other

Signals

L••• C• D•••• left S•••••••• A••••••• L•• for C•••••• S••••• • C••• I••• (registered 2025-07-09)
Jun 6, 2025 · Advisor changed firm · fact
L••• C• D•••• left C•••••• S••••• • C••• I••• for F••••••• P••••••• A•• W•••••••• A••••••• (registered 2023-04-28)
Nov 25, 2022 · 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: National broker-dealer RIAderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address