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Registered advisor
B•••• K••• R••••••
Feed of 09/15/2026
Also filed as B•••• Lee R••••••
At current firm
15 y
since Jan 3, 2011
In the industry
34 y
since Feb 7, 1992 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
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 Jan 3, 2011 · Lewiston, Id
- W•••• F•••• I••••••••• L•• unclassifiedJul 19, 2007 to Jan 3, 2011 · Lewiston, Id
- F•••••••• L•• formerFeb 1, 2005 to Jun 22, 2007 · Spokane, Wa
- C••• B•••••••• S•••••••• I••• formerAug 6, 1997 to Jan 31, 2005 · Spokane, Wa
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
- F•••••••• L•• to W•••• F•••• I••••••••• L••left Jun 22, 2007, registered Jul 19, 2007 (27 days) · Other
- C••• B•••••••• S•••••••• I••• to F•••••••• L••left Jan 31, 2005, registered Feb 1, 2005 (1 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
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address