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Registered advisor
W•••••• R••••• B•••••••••
Feed of 09/14/2026
Also filed as Bill B•••••••••
At current firm
11 y
since Jun 10, 2015
In the industry
26 y
since Sep 9, 2000 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- R•• C•••••• M••••••• L•• national BD currentsince Jun 10, 2015 · Austin, Tx
- H•••••• S••••••••• I••• BD affiliatedApr 9, 2009 to Jun 5, 2015 · Houston, Tx
- C•••••••• G••••• M•••••• I••• BD affiliatedSep 10, 2004 to Apr 23, 2009 · Houston, Tx
- M••••• S•••••• D• I••• unclassifiedJun 7, 2002 to Sep 13, 2004 · Houston, Tx
- U•• F•••••••• S••••••• I••• wirehouseSep 11, 2000 to Jul 1, 2002 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- H•••••• S••••••••• I••• to R•• C•••••• M••••••• L••left Jun 5, 2015, registered Jun 10, 2015 (5 days) · Other · moved with a team
- C•••••••• G••••• M•••••• I••• to H•••••• S••••••••• I•••left Apr 23, 2009, registered Apr 9, 2009 (-14 days) · Other
- M••••• S•••••• D• I••• to C•••••••• G••••• M•••••• I•••left Sep 13, 2004, registered Sep 10, 2004 (-3 days) · Other
- U•• F•••••••• S••••••• I••• to M••••• S•••••• D• I•••left Jul 1, 2002, registered Jun 7, 2002 (-24 days) · Other
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
- National broker-dealer RIAderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address