S••••• W•••• D•••••

• G••••• R••••••••• P••••••• L•• institutional current
  since Nov 13, 2015 · Mclean, Va
• M•• I•••••••• S•••••••• L•• BD affiliated
  Jan 6, 2005 to Dec 6, 2012 · Mclean, Va
• W••••••••• F•••••••• G••••• I••• unclassified
  Jan 2, 2003 to Dec 31, 2011 · Potomac, Md

• M•• I•••••••• S•••••••• L•• to G••••• R••••••••• P••••••• L••
  left Dec 6, 2012, registered Nov 13, 2015 (1072 days) · Other
• W••••••••• F•••••••• G••••• I••• to M•• I•••••••• S•••••••• L••
  left Dec 31, 2011, registered Jan 6, 2005 (-2550 days) · Other

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

Institutional managerderived

Years in industry

53derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address