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Registered advisor
L••• C••••• C••••• M•••••
Feed of 09/14/2026
Also filed as Luiz Macedo
At current firm
4 y
since Jul 5, 2022
In the industry
10 y
since Jan 1, 2016 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
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
- A••••••••• F•••••••• S•••••••• L•• national BD currentsince Jul 5, 2022 · San Jose, Ca
- W•••• F•••• A••••••• wirehouseNov 9, 2021 to Jun 30, 2022 · Menlo Park, Ca
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to A••••••••• F•••••••• S•••••••• L••left Jun 30, 2022, registered Jul 5, 2022 (5 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Signals
- L••• C••••• C••••• M••••• left W•••• F•••• A••••••• for A••••••••• F•••••••• S•••••••• L•• (registered 2022-07-05)Jun 30, 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
- National broker-dealer RIAderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address