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Registered advisor
W•••••• H••••• W••••••••
Certified Financial Planner
Feed of 09/14/2026
At current firm
17 y
since May 27, 2009
In the industry
34 y
since Sep 26, 1991 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
4
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
Registration history
IAPD current and previous registrations
- A••••• W••••• G••••• I••• state registered currentsince May 27, 2009 · Bristol, Me
- A•••• G•••• unclassifiedOct 30, 2008 to May 5, 2009 · Boulder, Co
- A••••• I••••••••• A•••••••• L•• unclassifiedJan 2, 2008 to Mar 6, 2008 · Englewood, Co
Moves
a registration end followed by a registration begin elsewhere
- A•••• G•••• to A••••• W••••• G••••• I•••left May 5, 2009, registered May 27, 2009 (22 days) · Other
- A••••• I••••••••• A•••••••• L•• to A•••• G••••left Mar 6, 2008, registered Oct 30, 2008 (238 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
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address