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Registered advisor

G••• O••••• G••••

O•••• W•••••• I•••BD affiliatedTiffin, Ohdual registrantIAPD 3119676

Feed of 09/14/2026

Also filed as G••• O G••••

At current firm

1 y

since Oct 11, 2024

In the industry

36 y

since Oct 1, 1989 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

O•••• W•••••• I••• BD affiliated current
since Oct 11, 2024 · Tiffin, Oh
A••••••• P••••••••• A•••••••• I•• former
Jul 2, 2007 to Oct 11, 2024 · Holbrook, Ny
Q•••••• A•••• M••••••••• I••• former
Jan 7, 2005 to Jun 28, 2007 · Tiffin, Oh
Q•••••• C•••••• C••••••••• unclassified
Sep 14, 2001 to Dec 31, 2005 · Tiffin, Oh

Moves

a registration end followed by a registration begin elsewhere

A••••••• P••••••••• A•••••••• I•• to O•••• W•••••• I•••
left Oct 11, 2024, registered Oct 11, 2024 (0 days) · corporate re-registration, not a move
Q•••••• A•••• M••••••••• I••• to A••••••• P••••••••• A•••••••• I••
left Jun 28, 2007, registered Jul 2, 2007 (4 days) · Other
Q•••••• C•••••• C••••••••• to Q•••••• A•••• M••••••••• I•••
left Dec 31, 2005, registered Jan 7, 2005 (-358 days) · corporate re-registration, not a move

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: Broker-dealer affiliated wealth managerderived
Years in industry: 36derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address