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Registered advisor
R••••• A••• F•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as Bobby A. F•••••
At current firm
8 y
since Oct 17, 2017
In the industry
25 y
since Feb 27, 2001 (earliest exam, job or registration)
Prior registered firms
3
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
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated currentsince Oct 17, 2017 · Ashburn, Va
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• formerDec 1, 2009 to Oct 23, 2017 · Hunt Valley, Md
- M•••••••• A••••••• S•••••••• L•• unclassifiedNov 19, 2002 to Dec 2, 2009 · Dulles, Va
- M••••• S•••••• D• I••• unclassifiedApr 9, 2001 to Nov 4, 2002 · Mclean, Va
Moves
a registration end followed by a registration begin elsewhere
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Oct 23, 2017, registered Oct 17, 2017 (-6 days) · Other
- M•••••••• A••••••• S•••••••• L•• to N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••left Dec 2, 2009, registered Dec 1, 2009 (-1 days) · Other
- M••••• S•••••• D• I••• to M•••••••• A••••••• S•••••••• L••left Nov 4, 2002, registered Nov 19, 2002 (15 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