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Registered advisor
W•••• R• S••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as W•••• Renee Skalicky
At current firm
5 y
since Apr 23, 2021
In the industry
26 y
since Jun 19, 2000 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated currentsince Apr 23, 2021 · Denver, Co
- O•••• F•• I••• formerApr 5, 2016 to Apr 26, 2021 · Denver, Co
- L•• F•••••••• L•• BD affiliatedApr 4, 2014 to Apr 12, 2016 · Denver, Co
- L•• F•••••••• L•• BD affiliatedMar 27, 2014 to Mar 27, 2014 · Denver, Co
- S••••• W••••• A•••••••• I••• no RAUMJan 3, 2012 to Apr 25, 2014 · Englewood, Co
- C•••••• S••••• • C••• I••• national BDOct 26, 2006 to Dec 31, 2011 · Englewood, Co
Moves
a registration end followed by a registration begin elsewhere
- O•••• F•• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Apr 26, 2021, registered Apr 23, 2021 (-3 days) · corporate re-registration, not a move
- L•• F•••••••• L•• to O•••• F•• I•••left Apr 12, 2016, registered Apr 5, 2016 (-7 days) · Other
- S••••• W••••• A•••••••• I••• to L•• F•••••••• L••left Apr 25, 2014, registered Mar 27, 2014 (-29 days) · Other
- C•••••• S••••• • C••• I••• to S••••• W••••• A•••••••• I•••left Dec 31, 2011, registered Jan 3, 2012 (3 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address