C••••••••• T••• J••••••

• W•••• F•••• A••••••• wirehouse current
  since Sep 21, 2026 · Beverly Hills, Ca
• J••• M••••• S••••••••• L•• wirehouse
  Feb 18, 2020 to Aug 31, 2026 · Los Angeles, Ca
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
  Feb 5, 2019 to Oct 30, 2019 · Pasadena, Ca

• J••• M••••• S••••••••• L•• to W•••• F•••• A•••••••
  left Aug 31, 2026, registered Sep 21, 2026 (21 days) · Wirehouse to wirehouse · moved with a team
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to J••• M••••• S••••••••• L••
  left Oct 30, 2019, registered Feb 18, 2020 (111 days) · Wirehouse to wirehouse

• ••• Locked
  Sep 21, 2026 · Advisor registered · fact
• ••• Locked
  Aug 31, 2026 · Advisor changed firm · fact

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Wirehousederived

Years in industry

10derivedfrom the earliest dated exam, employment or registration

Not published

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