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Registered advisor

B•••••• V••••• B•••••

L•• F•••••••• L••BD affiliatedRidgeland, Msdual registrantIAPD 1951700

Feed of 09/14/2026

Also filed as Bev B•••••

At current firm

3 y

since Sep 19, 2023

In the industry

32 y

since Nov 11, 1993 (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

L•• F•••••••• L•• BD affiliated current
since Sep 19, 2023 · Ridgeland, Ms
W•••• F•••• A••••••• wirehouse
Jul 16, 2019 to Sep 25, 2023 · Ridgeland, Ms
S•••••• N••••••• • C••••••• I••••••••• national BD
Jul 30, 2010 to Jul 23, 2019 · Ridgeland, Ms
M••••• S•••••• wirehouse
Jun 1, 2009 to Aug 9, 2010 · Ridgeland, Ms
M••••• S•••••• • C•• L•• unclassified
Apr 2, 2007 to Jun 1, 2009 · Ridgeland, Ms
M••••• S•••••• D• I••• unclassified
Oct 4, 2006 to Apr 2, 2007 · Ridgeland, Ms

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to L•• F•••••••• L••
left Sep 25, 2023, registered Sep 19, 2023 (-6 days) · Wirehouse to affiliated broker-dealer or bank
S•••••• N••••••• • C••••••• I••••••••• to W•••• F•••• A•••••••
left Jul 23, 2019, registered Jul 16, 2019 (-7 days) · Affiliated broker-dealer or bank to wirehouse
M••••• S•••••• to S•••••• N••••••• • C••••••• I•••••••••
left Aug 9, 2010, registered Jul 30, 2010 (-10 days) · Wirehouse to affiliated broker-dealer or bank
M••••• S•••••• • C•• L•• to M••••• S••••••
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move

Signals

B•••••• V••••• B••••• left W•••• F•••• A••••••• for L•• F•••••••• L•• (registered 2023-09-19)
Sep 25, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address