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Registered advisor
C••••••• L••• B••••••••
Feed of 09/15/2026
Also filed as Christie Lynn Watson
At current firm
1 y
since Oct 29, 2024
In the industry
28 y
since Feb 5, 1998 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- R•••••• J•••• • A••••••••• I••• national BD currentsince Oct 29, 2024 · Oregon, Oh
- W•••• F•••• A••••••• wirehouseJul 3, 2003 to Nov 4, 2024 · Toledo, Oh
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to R•••••• J•••• • A••••••••• I•••left Nov 4, 2024, registered Oct 29, 2024 (-6 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Signals
- C••••••• L••• B•••••••• left W•••• F•••• A••••••• for R•••••• J•••• • A••••••••• I••• (registered 2024-10-29)Nov 4, 2024 · 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
- National broker-dealer RIAderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address