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O•••• N••• A••••••
- Professional profile
- LINKEDIN.COM/IN/O••••-N-A••••••-CFP%C2%AE-A4A5416reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- P•••••• F•••••••• P•••••••• I••• state registered currentsince Nov 12, 2014 · Newport News, Va
- V••• F•••••••• A•••••••• I••• BD affiliatedJun 10, 2011 to Oct 30, 2014 · Newport News, Va
- M•• F•••••••• S•••••••• I••• formerNov 25, 2002 to May 19, 2011 · Virginia Beach, Va
- V••• F•••••••• A•••••••• I••• to P•••••• F•••••••• P•••••••• I•••left Oct 30, 2014, registered Nov 12, 2014 (13 days) · Other
- M•• F•••••••• S•••••••• I••• to V••• F•••••••• A•••••••• I•••left May 19, 2011, registered Jun 10, 2011 (22 days) · Other
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.
- 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