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Registered advisor
D••• D•••••••• O•••••••
Certified Financial Planner
Feed of 09/15/2026
Also filed as D••• D•••••••• Orourke
At current firm
8 y
since Mar 28, 2018
In the industry
36 y
since Jul 27, 1990 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- W•••• F•••• A••••••• wirehouse currentsince Mar 28, 2018 · Atlanta, Ga
- F•• S••••••••• C••••••••• formerSep 19, 2016 to Mar 27, 2018 · Atlanta, Ga
- M••••• S•••••• wirehouseJun 1, 2009 to Jul 1, 2014 · Peachtree City, Ga
- C•••••••• G••••• M•••••• I••• BD affiliatedMar 31, 2003 to Jun 1, 2009 · Peachtree City, Ga
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMar 24, 1998 to Mar 31, 2003 · Peachtree City, Ga
Moves
a registration end followed by a registration begin elsewhere
- F•• S••••••••• C••••••••• to W•••• F•••• A•••••••left Mar 27, 2018, registered Mar 28, 2018 (1 days) · Affiliated broker-dealer or bank to wirehouse
- M••••• S•••••• to F•• S••••••••• C•••••••••left Jul 1, 2014, registered Sep 19, 2016 (811 days) · Other
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C•••••••• G••••• M•••••• I•••left Mar 31, 2003, registered Mar 31, 2003 (0 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
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address