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Registered advisor

S•••• B•••• W•••••••

C•••••••• W••••••• • V•••••• I••independent RIASan Diego, CaIA-onlyIAPD 2093970
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
At current firm
28 y
since Dec 10, 1997
In the industry
35 y
since Oct 16, 1990 (earliest exam, job or registration)
Prior registered firms
0
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Professional profile
title, designations and roles as the firm prints them
Title
SEC Investment Advisor Inforeportedcwvinvestmentadvisors.comfirm site, Sep 16, 2026
Registration history
IAPD current and previous registrations
    Moves
    a registration end followed by a registration begin elsewhere
    No firm change on the tape.
    Signals
    No dated event on this person.
    Transition signals

    Mobility scoring is not published yet.

    Provenance
    Source
    IAPD individual compilation feedreportedadviserinfo.sec.gov
    Firm class
    Independent wealth managerderived
    Years in industry
    35derivedfrom the earliest dated exam, employment or registration
    Not published
    disclosure flags, outside business text, branch street address