B•••• E•••• G•••••••

• O•••• W•••••• I••• BD affiliated current
  since Oct 7, 2025 · Fernandina Beach, Fl
• A••••••••• F•••••••• S•••••••• L•• national BD
  Apr 3, 2017 to Oct 13, 2025 · Medford, Or
• L•• F•••••••• L•• BD affiliated
  Aug 1, 2001 to Apr 11, 2017 · Medford, Or

• A••••••••• F•••••••• S•••••••• L•• to O•••• W•••••• I•••
  left Oct 13, 2025, registered Oct 7, 2025 (-6 days) · Affiliated broker-dealer or bank to another
• L•• F•••••••• L•• to A••••••••• F•••••••• S•••••••• L••
  left Apr 11, 2017, registered Apr 3, 2017 (-8 days) · Other · moved with a team

• ••• Locked
  Oct 13, 2025 · 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

Broker-dealer affiliated wealth managerderived

Years in industry

29derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address