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M••• M•••••• C•••••••••
- Title
- Senior Analystreportedepogeecapital.comfirm site, Sep 16, 2026
- Designations
- CAIAreportedepogeecapital.comas printed on the bio page, Sep 16, 2026
- Professional profile
- ••• Lockedreportedepogeecapital.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- E••••• C•••••• M••••••••• L•• independent RIA currentsince Sep 17, 2025 · Boston, Ma
- P••• O•• I••••••••• L•• formerApr 16, 2024 to Aug 7, 2024 · Boston, Ma
- P••• O•• I••••••••• L•• to E••••• C•••••• M••••••••• L••left Aug 7, 2024, registered Sep 17, 2025 (406 days) · RIA to RIA · moved with a team
- ••• LockedAug 7, 2024 · Advisor changed firm · fact
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
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address