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Registered advisor

S•••••••• E•••••••• D••••

S•••••••• E• D•••• I••••••••• M•••••••••state registeredKingwood, TxIA-onlyIAPD 2414148
Feed of 09/14/2026
Also filed as S•••••••• E•••••••• G••••••••• E••••••••• D••••
Contact
what the firm publishes for this advisor, each with the page it was read from
Advisor profile
••• Lockedreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
At current firm
5 y
since Nov 18, 2020
In the industry
32 y
since Oct 15, 1993 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
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
Moves
a registration end followed by a registration begin elsewhere
Signals
No dated event on this person.
Transition signals

Mobility scoring is not published yet.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
STATE REGISTEREDderived
Years in industry
32derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address