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RIA Intelligence

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Registered advisor

M••••• R•••• A•••

R••••• W• B•••• • C•• I•••••••••mixed wealthTampa, Fldual registrantIAPD 7464616

Certified Financial Planner

Feed of 09/14/2026

Also filed as M••••• R••••A•••

At current firm

0 y

since Jun 16, 2026

In the industry

13 y

since Aug 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R••••• W• B•••• • C•• I••••••••• mixed wealth current
since Jun 16, 2026 · Tampa, Fl
F••••• I••••••••• independent RIA
Apr 18, 2024 to May 2, 2024 · Plano, Tx
C•••••••• G••••• M•••••• I••• BD affiliated
Dec 1, 2022 to Apr 15, 2024 · Ft. Lauderdale, Fl
W•••• F•••• A••••••• wirehouse
Jan 18, 2022 to Nov 18, 2022 · Fort La•••Rdale, Fl

Moves

a registration end followed by a registration begin elsewhere

F••••• I••••••••• to R••••• W• B•••• • C•• I•••••••••
left May 2, 2024, registered Jun 16, 2026 (775 days) · RIA to RIA
C•••••••• G••••• M•••••• I••• to F••••• I•••••••••
left Apr 15, 2024, registered Apr 18, 2024 (3 days) · Affiliated broker-dealer or bank to independent RIA
W•••• F•••• A••••••• to C•••••••• G••••• M•••••• I•••
left Nov 18, 2022, registered Dec 1, 2022 (13 days) · Wirehouse to affiliated broker-dealer or bank

Signals

M••••• R•••• A••• left F••••• I••••••••• for R••••• W• B•••• • C•• I••••••••• (registered 2026-06-16)
May 2, 2024 · Advisor changed firm · fact
M••••• R•••• A••• left C•••••••• G••••• M•••••• I••• for F••••• I••••••••• (registered 2024-04-18)
Apr 15, 2024 · Advisor changed firm · fact
M••••• R•••• A••• left W•••• F•••• A••••••• for C•••••••• G••••• M•••••• I••• (registered 2022-12-01)
Nov 18, 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: Wealth manager with institutional or fund businessderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address