M•••••• T••••• C•••••••••

E•••••• F•••••••• E••••••independent RIASt. Pete Beach, Fl IA-onlyIAPD 7287816

Feed of 09/15/2026

Also filed as M•••••• T••••• C••••••••• C•••••••••

At current firm

4 y

since Jun 29, 2022

In the industry

17 y

since Aug 1, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

E•••••• F•••••••• E•••••• independent RIA current
since Jun 29, 2022 · Tampa, Fl
R•••••• J•••• • A••••••••• I••• national BD
Sep 23, 2021 to Jun 24, 2022 · St. Petersburg, Fl
F•••••• F•••••••• A•••••••• L•• BD affiliated
Oct 30, 2020 to Jul 12, 2021 · Tampa, Fl

Moves

a registration end followed by a registration begin elsewhere

R•••••• J•••• • A••••••••• I••• to E•••••• F•••••••• E••••••
left Jun 24, 2022, registered Jun 29, 2022 (5 days) · Affiliated broker-dealer or bank to independent RIA
F•••••• F•••••••• A•••••••• L•• to R•••••• J•••• • A••••••••• I•••
left Jul 12, 2021, registered Sep 23, 2021 (73 days) · Affiliated broker-dealer or bank to another

Signals

••• Locked
Jun 24, 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: Independent wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address