A••••• A•••• H•••••••

S•••••• F•••••••• G••••• L•••••independent RIAAkron, Oh IA-onlyIAPD 4123755

Certified Financial Planner

Feed of 09/14/2026

At current firm

1 y

since Mar 31, 2025

In the industry

26 y

since Apr 28, 2000 (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

S•••••• F•••••••• G••••• L••••• independent RIA current
since Mar 31, 2025 · Akron, Oh
C•••••• C•••••• M••••••••• L•• former
Dec 17, 2015 to May 15, 2025 · Northfield, Mn
C•••••• C•••••• M••••••••• former
Jan 29, 2014 to Dec 31, 2015 · Northfield, Mn

Moves

a registration end followed by a registration begin elsewhere

C•••••• C•••••• M••••••••• L•• to S•••••• F•••••••• G••••• L•••••
left May 15, 2025, registered Mar 31, 2025 (-45 days) · corporate re-registration, not a move
C•••••• C•••••• M••••••••• to C•••••• C•••••• M••••••••• L••
left Dec 31, 2015, registered Dec 17, 2015 (-14 days) · channel change inside one enterprise, not a move · moved with a team

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: Independent wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address