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Registered advisor
C•••••• S•••• H••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as C•••••• S•••• H••••
At current firm
22 y
since Oct 20, 2003
In the industry
32 y
since Dec 1, 1993 (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
0
dated events on this person
Registration history
IAPD current and previous registrations
- C•• I••••••••• M••••••••• state registered currentsince Oct 20, 2003 · Taylorville, Il
- A•••••• A••••••• S••••••• formerFeb 22, 1998 to Oct 2, 2003 · Taylorville, Il
Moves
a registration end followed by a registration begin elsewhere
- A•••••• A••••••• S••••••• to C•• I••••••••• M•••••••••left Oct 2, 2003, registered Oct 20, 2003 (18 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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address