E•••• S••••• V•••

• C••••• I••••••••• A••••••• L•• BD affiliated current
  since Sep 21, 2026 · Medford, Or
• L•• F•••••••• L•• BD affiliated
  Apr 19, 2024 to Sep 11, 2026 · Medford, Or
• N••• F•••••••• G••••• I••• former
  Oct 8, 2020 to Apr 24, 2024 · Medford, Or
• W•••• F•••• A••••••• wirehouse
  Jan 3, 2011 to May 5, 2020 · Portland, Or
• W•••• F•••• I••••••••• L•• unclassified
  Oct 22, 2004 to Jan 3, 2011 · Eugene, Or
• W•••• F•••• I••••••••• L•• unclassified
  Dec 3, 2003 to May 6, 2004 · Medford, Or

• L•• F•••••••• L•• to C••••• I••••••••• A••••••• L••
  left Sep 11, 2026, registered Sep 21, 2026 (10 days) · Affiliated broker-dealer or bank to another · moved with a team
• N••• F•••••••• G••••• I••• to L•• F•••••••• L••
  left Apr 24, 2024, registered Apr 19, 2024 (-5 days) · Affiliated broker-dealer or bank to another
• W•••• F•••• A••••••• to N••• F•••••••• G••••• I•••
  left May 5, 2020, registered Oct 8, 2020 (156 days) · Wirehouse to affiliated broker-dealer or bank
• W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••
  left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move

• ••• Locked
  Sep 21, 2026 · Advisor registered · fact
• ••• Locked
  Sep 11, 2026 · Advisor changed firm · fact

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Broker-dealer affiliated wealth managerderived

Years in industry

30derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address