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M••••• P•••• S••••••

Registered advisorat F•••••• F•••••••• A•••••••• L••IA-only· Atlanta, GaIAPD 8186572
In the industry
11 y
Prior registered firms
0
Signals
0
As of · the IAPD feed
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Outside business and network
what the advisor disclosed on Form U4, and what the public record says each company is
Observed business footprint
  • 1 disclosed outside organisation
  • 1 also disclosed by other registered advisors
  • 1 started or first disclosed in the last 12 months
Why it may matter
  • someRecent external activity1 outside activity with a start date in the last 12 months.
  • F•••••• F•••••••• I••••••••• L••Insurancerecent
    Role not stated · since Nov 2025

    I••••••••; consumer insurance sales (the advisor's own disclosure)

    An insurance appointment or agency relationship, the most common outside activity among advisors; started within the last 12 months; 48 colleagues at the same firm disclose the same entity.

    self-disclosed on Form U4
Registration history
IAPD current and previous registrations
    Moves
    a registration end followed by a registration begin elsewhere
    No firm change on the tape.
    Signals
    No dated event on this person.
    Transition signals

    Mobility scoring is not published yet.

    Provenance
    Source
    IAPD individual compilation feedreportedadviserinfo.sec.gov
    Firm class
    Broker-dealer affiliated wealth managerderived
    Years in industry
    11derivedfrom the earliest dated exam, employment or registration
    Not published
    disclosure flags, the raw outside business text and any address in it, personal outside activities, branch street addressoutside businesses appear above as structured facts, reviewed, with a short quote