C••••• E•••••• L•••••

Certified Financial Planner

Feed of 09/15/2026

Also filed as C••••• E•••••• V••• L•••••

At current firm

4 y

since May 16, 2022

In the industry

27 y

since Sep 9, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

U•• F•••••••• S••••••• I••• wirehouse
Jun 26, 2012 to May 24, 2022 · Coral Gables, Fl
M••••• S•••••• wirehouse
Jun 1, 2009 to Jul 3, 2012 · Aventura, Fl
M••••• S•••••• • C•• L•• unclassified
Apr 2, 2007 to Jun 1, 2009 · Aventura, Fl
M••••• S•••••• D• I••• unclassified
Dec 12, 2001 to Apr 2, 2007 · Miami, Fl

Moves

a registration end followed by a registration begin elsewhere

U•• F•••••••• S••••••• I••• to M••••• S••••••
left May 24, 2022, registered May 16, 2022 (-8 days) · Wirehouse to wirehouse · moved with a team
M••••• S•••••• to U•• F•••••••• S••••••• I•••
left Jul 3, 2012, registered Jun 26, 2012 (-7 days) · Wirehouse to wirehouse
M••••• S•••••• • C•• L•• to M••••• S••••••
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move

Signals

Transition signals

Mobility scoring is not published yet.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address