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Registered advisor
D•••• E•••• D••
Certified Financial Planner
Feed of 09/14/2026
Also filed as D•••• E•••• Weaver
At current firm
5 y
since Mar 5, 2021
In the industry
25 y
since Oct 24, 2000 (earliest exam, job or registration)
Prior registered firms
6
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
- W•••• F•••• A••••••• wirehouse currentsince Mar 5, 2021 · Tarpon Springs, Fl
- W•••• F•••• A••••••• wirehouseJan 14, 2013 to Nov 10, 2020 · Miami, Fl
- O•••• I••••••••• I••• BD affiliatedJul 8, 2011 to Dec 10, 2012 · Miami, Fl
- L•• F•••••••• L•• BD affiliatedMar 4, 2008 to Jul 17, 2008 · Surfside, Fl
- I••• S••••••••• I••• unclassifiedSep 14, 2005 to Mar 4, 2008 · Coral Gables, Fl
- W•••• F•••• A••••••• wirehouseNov 1, 2004 to Jul 7, 2005 · Miami, Fl
- C••••••• I••••••••• S••••••• unclassifiedOct 8, 2001 to Aug 1, 2003 · Miami, Fl
Moves
a registration end followed by a registration begin elsewhere
- O•••• I••••••••• I••• to W•••• F•••• A•••••••left Dec 10, 2012, registered Jan 14, 2013 (35 days) · Other
- L•• F•••••••• L•• to O•••• I••••••••• I•••left Jul 17, 2008, registered Jul 8, 2011 (1086 days) · Other
- I••• S••••••••• I••• to L•• F•••••••• L••left Mar 4, 2008, registered Mar 4, 2008 (0 days) · corporate re-registration, not a move
- W•••• F•••• A••••••• to I••• S••••••••• I•••left Jul 7, 2005, registered Sep 14, 2005 (69 days) · Other
- C••••••• I••••••••• S••••••• to W•••• F•••• A•••••••left Aug 1, 2003, registered Nov 1, 2004 (458 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
- Wirehousederived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address