J••••••• J••• D• T•••••

• B•••• E•••••• F••••••••• L•• state registered current
  since Feb 28, 2019 · Portland, Or
• N•• O•••••• F••••••••• L•• unclassified
  May 30, 2012 to Jun 5, 2019 · Portland, Or
• V•••••• A••••••• unclassified
  Feb 8, 2012 to May 23, 2012 · Portland, Or

• N•• O•••••• F••••••••• L•• to B•••• E•••••• F••••••••• L••
  left Jun 5, 2019, registered Feb 28, 2019 (-97 days) · Other
• V•••••• A••••••• to N•• O•••••• F••••••••• L••
  left May 23, 2012, registered May 30, 2012 (7 days) · Other

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

STATE REGISTEREDderived

Years in industry

14derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address