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Registered advisor
D••• F••• W•••••
Feed of 09/14/2026
Also filed as D••• W•••••
At current firm
7 y
since Oct 11, 2018
In the industry
40 y
since Mar 1, 1986 (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
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Q••• B••••• R•••••• I••••••••• L•• state registered currentsince Oct 11, 2018 · Wilmington, De
- K••••• I••••••••• I•• formerJan 1, 1990 to Aug 8, 2017 · Wilmington, De
Moves
a registration end followed by a registration begin elsewhere
- K••••• I••••••••• I•• to Q••• B••••• R•••••• I••••••••• L••left Aug 8, 2017, registered Oct 11, 2018 (429 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
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address