R•••••• C• B•••••

• E•••••• A••••••• G••••• L•• BD affiliated current
  since Sep 21, 2026 · Greenwood Village, Co
• C•••••• S••••• • C••• I••• national BD
  Oct 11, 2017 to Feb 12, 2018 · Orlando, Fl
• V••• F•••••••• P•••••••• L•• former
  Nov 30, 2015 to Dec 13, 2016 · Jacksonville, Fl
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
  Jan 9, 2013 to Oct 14, 2014 · Jacksonville, Fl

• C•••••• S••••• • C••• I••• to E•••••• A••••••• G••••• L••
  left Feb 12, 2018, registered Sep 21, 2026 (3143 days) · Affiliated broker-dealer or bank to another
• V••• F•••••••• P•••••••• L•• to C•••••• S••••• • C••• I•••
  left Dec 13, 2016, registered Oct 11, 2017 (302 days) · Other
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to V••• F•••••••• P•••••••• L••
  left Oct 14, 2014, registered Nov 30, 2015 (412 days) · Other

• ••• Locked
  Sep 21, 2026 · Advisor registered · 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

13derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address