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Registered advisor
A•••••• T••••• B••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as Tony Burns
At current firm
5 y
since May 19, 2021
In the industry
29 y
since May 8, 1997 (earliest exam, job or registration)
Prior registered firms
4
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
- R•••••• J•••• • A••••••••• I••• national BD currentsince May 19, 2021 · Charlotte, Nc
- W•••• F•••• A••••••• wirehouseNov 20, 2009 to May 20, 2021 · Charlotte, Nc
- M••••• S•••••• wirehouseJun 1, 2009 to Dec 14, 2009 · Charlotte, Nc
- C•••••••• G••••• M•••••• I••• BD affiliatedMar 3, 2008 to Jun 1, 2009 · Charlotte, Nc
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedSep 23, 2003 to Feb 25, 2008 · Bradenton, Fl
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to R•••••• J•••• • A••••••••• I•••left May 20, 2021, registered May 19, 2021 (-1 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- M••••• S•••••• to W•••• F•••• A•••••••left Dec 14, 2009, registered Nov 20, 2009 (-24 days) · Wirehouse to wirehouse
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- B••• O• A•••••• I••••••••• S•••••••• I••• to C•••••••• G••••• M•••••• I•••left Feb 25, 2008, registered Mar 3, 2008 (7 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
- National broker-dealer RIAderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address