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Registered advisor

M•••• A• N•••

U•• F•••••••• S••••••• I•••wirehousePhoenix, Azdual registrantIAPD 7128395

Feed of 09/14/2026

Also filed as M••••• N••••••••• A• N••••••••• A•••••• N•••

At current firm

2 y

since Apr 1, 2024

In the industry

11 y

since Apr 1, 2015 (earliest exam, job or registration)

Prior registered firms

2

IAPD previous registrations

State registrations

1

current, as an IAR

Firms today

1

current registrations

Exams

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

U•• F•••••••• S••••••• I••• wirehouse current
since Apr 1, 2024 · Phoenix, Az

M••••• S•••••• wirehouse
Apr 7, 2021 to Mar 12, 2024 · Gilbert, Az
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Feb 18, 2021 to Mar 8, 2021 · Chandler, Az

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• to U•• F•••••••• S••••••• I•••
left Mar 12, 2024, registered Apr 1, 2024 (20 days) · Wirehouse to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••
left Mar 8, 2021, registered Apr 7, 2021 (30 days) · Wirehouse to wirehouse · moved with a team

Signals

••• Locked
Mar 12, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address