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Registered advisor
G•••••• P••• H•••
Certified Financial Planner · Personal Financial Specialist
Feed of 09/14/2026
At current firm
20 y
since Jan 4, 2006
In the industry
25 y
since Dec 11, 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
- L•• F•••••••• L•• BD affiliated currentsince Jan 4, 2006 · Westwood, Ma
- B•• F•••••••• A•••••••• I••• unclassifiedApr 30, 2019 to Dec 31, 2021 · Waltham, Ma
- S••••• S••••• F•••••••• A•••••••• L•• unclassifiedMay 23, 2012 to Mar 8, 2017 · Boston, Ma
- S••••• S••••• F•••••••• A•••••••• L•• unclassifiedFeb 13, 2004 to Dec 31, 2011 · Boston, Ma
- U••• F•••••••• A••••••• formerFeb 16, 2001 to Dec 31, 2004 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- B•• F•••••••• A•••••••• I••• to no registered destinationleft Dec 31, 2021 · Departure, no registered destination
- S••••• S••••• F•••••••• A•••••••• L•• to B•• F•••••••• A•••••••• I•••left Mar 8, 2017, registered Apr 30, 2019 (783 days) · Other
- S••••• S••••• F•••••••• A•••••••• L•• to L•• F•••••••• L••left Dec 31, 2011, registered Jan 4, 2006 (-2187 days) · Other
- U••• F•••••••• A••••••• to S••••• S••••• F•••••••• A•••••••• L••left Dec 31, 2004, registered Feb 13, 2004 (-322 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address