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Registered advisor

W•••••• C•• B••••••••

W•••• F•••• A•••••••wirehouseSavannah, Gadual registrantIAPD 2490023

Feed of 09/14/2026

At current firm

1 y

since Nov 15, 2024

In the industry

32 y

since Sep 14, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W•••• F•••• A••••••• wirehouse current
since Nov 15, 2024 · Savannah, Ga
R•••••• J•••• • A••••••••• I••• national BD
Oct 20, 2016 to Nov 20, 2024 · Savannah, Ga
W•••• F•••• A••••••• wirehouse
Jan 1, 2008 to Sep 15, 2016 · Savannah, Ga
A• G• E•••••• • S•••• I••• unclassified
Apr 30, 2003 to Jan 1, 2008 · Savannah, Ga

Moves

a registration end followed by a registration begin elsewhere

R•••••• J•••• • A••••••••• I••• to W•••• F•••• A•••••••
left Nov 20, 2024, registered Nov 15, 2024 (-5 days) · Affiliated broker-dealer or bank to wirehouse
W•••• F•••• A••••••• to R•••••• J•••• • A••••••••• I•••
left Sep 15, 2016, registered Oct 20, 2016 (35 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
A• G• E•••••• • S•••• I••• to W•••• F•••• A•••••••
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move

Signals

W•••••• C•• B•••••••• left R•••••• J•••• • A••••••••• I••• for W•••• F•••• A••••••• (registered 2024-11-15)
Nov 20, 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: Wirehousederived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address