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Registered advisor
E••• V•••••• W•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as E••• V W•••••
At current firm
15 y
since Dec 10, 2010
In the industry
33 y
since Feb 1, 1993 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
2
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
- A•••• F•••••••• G••••• L•• state registered currentsince Aug 9, 2018 · Dover, Nh
- L•• F•••••••• L•• BD affiliated currentsince Dec 10, 2010 · Dover, Nh
- N••• F•••••••• G••••• I••• formerJan 30, 2007 to Nov 24, 2010 · Salisbury, Ma
- C••••••• S••••••••• I••• BD affiliatedNov 18, 1998 to Jan 31, 2007 · Rochester, Nh
Moves
a registration end followed by a registration begin elsewhere
- N••• F•••••••• G••••• I••• to L•• F•••••••• L••left Nov 24, 2010, registered Dec 10, 2010 (16 days) · Other
- C••••••• S••••••••• I••• to N••• F•••••••• G••••• I•••left Jan 31, 2007, registered Jan 30, 2007 (-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
- STATE REGISTEREDderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address