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N••••••• C• F••••••••

Registered advisorat F•••••••• A•••••••• L••IA-only· Alamo, CaIAPD 2515415

Certified Financial Planner

At current firm
1 y
since Apr 10, 2025
In the industry
18 y
Prior registered firms
0
Signals
0
As of · the IAPD feed; also filed as N••• F••••••••• C•••••• F••••••••
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Registration history
IAPD current and previous registrations
    Moves
    a registration end followed by a registration begin elsewhere
    No firm change on the tape.
    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
    Independent wealth managerderived
    Years in industry
    18derivedfrom the earliest dated exam, employment or registration
    Not published
    disclosure flags, outside business text, branch street address