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Registered advisor

P•••••• M•••••• B••••

1•• L•••••state registeredCampobello, ScIA-onlyIAPD 6783359

Feed of 09/14/2026

Also filed as P•••••• B••••

At current firm

2 y

since Jan 4, 2024

In the industry

10 y

since Sep 1, 2016 (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

1•• L••••• state registered current
since Jan 4, 2024 · Campobello, Sc
E•••••• A••••••• G••••• L•• BD affiliated
Nov 3, 2021 to Nov 8, 2022 · Campobello, Sc
N••••••••• M••••• I••••••••• S••••••••• no RAUM
Jul 12, 2021 to Sep 20, 2021 · Greenville, Sc
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jul 11, 2017 to Jun 2, 2021 · Jacksonville, Fl

Moves

a registration end followed by a registration begin elsewhere

E•••••• A••••••• G••••• L•• to 1•• L•••••
left Nov 8, 2022, registered Jan 4, 2024 (422 days) · Affiliated broker-dealer or bank to a state-registered adviser
N••••••••• M••••• I••••••••• S••••••••• to E•••••• A••••••• G••••• L••
left Sep 20, 2021, registered Nov 3, 2021 (44 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to N••••••••• M••••• I••••••••• S•••••••••
left Jun 2, 2021, registered Jul 12, 2021 (40 days) · Other

Signals

P•••••• M•••••• B•••• left E•••••• A••••••• G••••• L•• for 1•• L••••• (registered 2024-01-04)
Nov 8, 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: STATE REGISTEREDderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address