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Registered advisor
A•••••• F•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as Tony F•••••
At current firm
20 y
since Jan 2, 2006
In the industry
30 y
since Feb 29, 1996 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- A••••••• T•• • I••••••••• I••• state registered currentsince Jan 2, 2006 · Rockledge, Fl
- T•• P••••••••• L•• formerOct 29, 2013 to Mar 28, 2014 · Longwood, Fl
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• formerJul 23, 1999 to Dec 31, 2004 · Casselberry, Fl
Moves
a registration end followed by a registration begin elsewhere
- T•• P••••••••• L•• to no registered destinationleft Mar 28, 2014 · Departure, no registered destination
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• to A••••••• T•• • I••••••••• I•••left Dec 31, 2004, registered Jan 2, 2006 (367 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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address