L•••• A• N•••••

I••••••••• A•••••• A•••••••• L••i••••••••• wealthDavie, Fldual registrantIAPD 1396732

Chartered Financial Consultant

Feed of 09/14/2026

Also filed as L•••• O••••••••• N••••• O••••••••• O••••••••• N••••• O••••••••• N••••• H•••••

At current firm

7 y

since Dec 4, 2018

In the industry

35 y

since Apr 24, 1991 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

I••••••••• A•••••• A•••••••• L•• i••••••••• wealth current
since Dec 4, 2018 · Davie, Fl
I••••••••• F•••••••• P••••••• BD affiliated
Sep 28, 2009 to Nov 28, 2018 · Plantation, Fl
M••••• S•••••• C••••••••• unclassified
Jan 7, 2000 to Sep 24, 2009 · Boston, Ma

Moves

a registration end followed by a registration begin elsewhere

I••••••••• F•••••••• P••••••• to I••••••••• A•••••• A•••••••• L••
left Nov 28, 2018, registered Dec 4, 2018 (6 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
M••••• S•••••• C••••••••• to I••••••••• F•••••••• P•••••••
left Sep 24, 2009, registered Sep 28, 2009 (4 days) · Other

Signals

No dated event on this person.

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: I••••••••• WEALTHderived
Years in industry: 35derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address