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Registered advisor
G•••• A••• G••••••
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as G•••• G••••••
At current firm
18 y
since Jan 25, 2008
In the industry
21 y
since May 12, 2005 (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
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- T••••••••• I••••••••• M••••••••• L•• state registered currentsince Jan 25, 2008 · West Linn, Or
- W•••••• P•••••• I••••••••• A••••••• I•• unclassifiedMay 13, 2005 to Aug 1, 2005 · Portland, Or
Moves
a registration end followed by a registration begin elsewhere
- W•••••• P•••••• I••••••••• A••••••• I•• to T••••••••• I••••••••• M••••••••• L••left Aug 1, 2005, registered Jan 25, 2008 (907 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address