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Registered advisor
T••••••• R•••••• P••••••
Feed of 09/14/2026
Also filed as Ted P••••••
At current firm
3 y
since Jan 9, 2023
In the industry
17 y
since Jan 1, 2009 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- C•••••• C•••••• state registered currentsince Jan 9, 2023 · Redding, Ca
- S•••••••• F••••••••• I••• formerMay 18, 2009 to Jan 10, 2023 · Lancaster, Ca
Moves
a registration end followed by a registration begin elsewhere
- S•••••••• F••••••••• I••• to C•••••• C••••••left Jan 10, 2023, registered Jan 9, 2023 (-1 days) · Affiliated broker-dealer or bank to a state-registered adviser
Signals
- T••••••• R•••••• P•••••• left S•••••••• F••••••••• I••• for C•••••• C•••••• (registered 2023-01-09)Jan 10, 2023 · 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
- STATE REGISTEREDderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address