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Registered advisor
F•••••• H••••• C•••
Personal Financial Specialist
Feed of 09/14/2026
Also filed as F•••••• H••••• C•••
At current firm
4 y
since May 16, 2022
In the industry
28 y
since May 11, 1998 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- C••• W••••• M••••••••• L•• state registered currentsince May 16, 2022 · Bowie, Md
- G••••••• A•••••••• L•• independent RIAJun 27, 2017 to Sep 11, 2018 · Bowie, Md
- V••• F•••••••• A•••••••• I••• BD affiliatedOct 13, 2010 to Nov 15, 2012 · Ellicott City, Md
- E••••• J•••• national BDDec 3, 2007 to Jun 3, 2010 · Bowie, Md
- A•••••• A••••••• S••••••• formerNov 22, 2005 to Dec 21, 2007 · Bowie, Md
- M•• S••••••••• I••• unclassifiedAug 4, 2004 to Nov 29, 2004 · Cheektowaga, Ny
- U•• F•••••••• S••••••• I••• wirehouseSep 7, 2001 to Aug 20, 2004 · Washington, Dc
Moves
a registration end followed by a registration begin elsewhere
- G••••••• A•••••••• L•• to C••• W••••• M••••••••• L••left Sep 11, 2018, registered May 16, 2022 (1343 days) · RIA to a state-registered adviser
- V••• F•••••••• A•••••••• I••• to G••••••• A•••••••• L••left Nov 15, 2012, registered Jun 27, 2017 (1685 days) · Other
- E••••• J•••• to V••• F•••••••• A•••••••• I•••left Jun 3, 2010, registered Oct 13, 2010 (132 days) · Other
- A•••••• A••••••• S••••••• to E••••• J••••left Dec 21, 2007, registered Dec 3, 2007 (-18 days) · Other
- M•• S••••••••• I••• to A•••••• A••••••• S•••••••left Nov 29, 2004, registered Nov 22, 2005 (358 days) · Other
- U•• F•••••••• S••••••• I••• to M•• S••••••••• I•••left Aug 20, 2004, registered Aug 4, 2004 (-16 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
- STATE REGISTEREDderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address