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Registered advisor

W•••••• T••••• C•••••

C••••• I••••••••• M•••••••••state registeredFolsom, CaIA-onlyIAPD 1963052

Certified Financial Planner

Feed of 09/14/2026

At current firm

14 y

since Feb 1, 2012

In the industry

35 y

since Mar 18, 1991 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: LINKEDIN.COM/IN/BILL-C•••••-73675359reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

C••••• I••••••••• M••••••••• state registered current
since Feb 1, 2012 · Folsom, Ca
C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
Jan 7, 2010 to Feb 6, 2012 · Citrus Heights, Ca
S••••••••• S••••••••• I••• unclassified
Oct 6, 2009 to Dec 31, 2009 · Folsom, Ca
P•• F•••••••• S••••••• I•• former
Apr 25, 2008 to Oct 9, 2009 · Citrus Heights, Ca
O•••• W•••••• I••• BD affiliated
Sep 6, 2002 to Apr 1, 2003 · Citrus Heights, Ca

Moves

a registration end followed by a registration begin elsewhere

C•••••••• I••••••••• R••••••• A•••••••• I••• to C••••• I••••••••• M•••••••••
left Feb 6, 2012, registered Feb 1, 2012 (-5 days) · Other
S••••••••• S••••••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••
left Dec 31, 2009, registered Jan 7, 2010 (7 days) · Other
P•• F•••••••• S••••••• I•• to S••••••••• S••••••••• I•••
left Oct 9, 2009, registered Oct 6, 2009 (-3 days) · Other
O•••• W•••••• I••• to P•• F•••••••• S••••••• I••
left Apr 1, 2003, registered Apr 25, 2008 (1851 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: 35derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address