D••• A•••••••

W•••• F•••• A•••••••wirehouseAtlanta, Ga dual registrantIAPD 1751352

Certified Financial Planner

Feed of 09/15/2026

Also filed as D••• W• A••••••••• W•••••• A••••••••• W• A••••••••• W•••••• A•••••••

At current firm

5 y

since Oct 28, 2020

In the industry

38 y

since Jan 6, 1988 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W•••• F•••• A••••••• wirehouse current
since Oct 28, 2020 · Santa Rosa Beach, Fl
W•••• F•••• A••••••• wirehouse
Mar 6, 2009 to Oct 1, 2020 · Atlanta, Ga
C•••••••• G••••• M•••••• I••• BD affiliated
May 5, 2003 to Mar 5, 2009 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to W•••• F•••• A•••••••
left Oct 1, 2020, registered Oct 28, 2020 (27 days) · channel change inside one enterprise, not a move · moved with a team
C•••••••• G••••• M•••••• I••• to W•••• F•••• A•••••••
left Mar 5, 2009, registered Mar 6, 2009 (1 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: Wirehousederived
Years in industry: 38derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address