E••••• A• M•••••

L•• F•••••••• L••BD affiliatedWoodburn, Or dual registrantIAPD 2118330

Certified Financial Planner

Feed of 09/15/2026

Also filed as Ed Mckone

At current firm

3 y

since May 5, 2023

In the industry

28 y

since May 1, 1998 (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 May 5, 2023 · San Diego, Ca
A••••• A•• P••••••• S••••••• BD affiliated
Mar 3, 2022 to Apr 18, 2023 · Oregon City, Or
W•••• F•••• A••••••• wirehouse
Nov 7, 2019 to Feb 15, 2022 · Portland, Or
C••• F•••••••• S•••••••• L••• former
Jul 30, 2018 to Jun 10, 2019 · Portland, Or
U••• B•••••• I••••••••• I••• former
Jun 3, 2016 to Jul 10, 2018 · Portland, Or
W•••• F•••• A••••••• wirehouse
Jan 3, 2011 to May 17, 2016 · San Luis Obispo, Ca
W•••• F•••• I••••••••• L•• unclassified
Oct 24, 2003 to Jan 3, 2011 · Santa Barbara, Ca
V•••• F•••••••• A•••••••• I••• BD affiliated
Aug 6, 2001 to Jun 18, 2002 · Anaheim, Ca

Moves

a registration end followed by a registration begin elsewhere

A••••• A•• P••••••• S••••••• to L•• F•••••••• L••
left Apr 18, 2023, registered May 5, 2023 (17 days) · Affiliated broker-dealer or bank to another
W•••• F•••• A••••••• to A••••• A•• P••••••• S•••••••
left Feb 15, 2022, registered Mar 3, 2022 (16 days) · Wirehouse to affiliated broker-dealer or bank
C••• F•••••••• S•••••••• L••• to W•••• F•••• A•••••••
left Jun 10, 2019, registered Nov 7, 2019 (150 days) · Affiliated broker-dealer or bank to wirehouse
U••• B•••••• I••••••••• I••• to C••• F•••••••• S•••••••• L•••
left Jul 10, 2018, registered Jul 30, 2018 (20 days) · Affiliated broker-dealer or bank to another
W•••• F•••• A••••••• to U••• B•••••• I••••••••• I•••
left May 17, 2016, registered Jun 3, 2016 (17 days) · Other · moved with a team
W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••
left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
V•••• F•••••••• A•••••••• I••• to W•••• F•••• I••••••••• L••
left Jun 18, 2002, registered Oct 24, 2003 (493 days) · Other

Signals

E••••• A• M••••• left A••••• A•• P••••••• S••••••• for L•• F•••••••• L•• (registered 2023-05-05)
Apr 18, 2023 · Advisor changed firm · fact
E••••• A• M••••• left W•••• F•••• A••••••• for A••••• A•• P••••••• S••••••• (registered 2022-03-03)
Feb 15, 2022 · 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: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address