R•••• M•••••• R•••••••

Certified Financial Planner

Feed of 09/14/2026

Also filed as R•••• M• R••••••••• R•••••••

At current firm

1 y

since Aug 26, 2025

In the industry

23 y

since Nov 22, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

B••••• S••••••••• I••• unclassified
Oct 2, 2008 to Oct 24, 2011 · Dallas, Tx
E••••••••• I••• unclassified
Apr 9, 2007 to Jul 1, 2025 · El Prado, Nm
M•• I•••••••• S•••••••• L•• BD affiliated
Mar 11, 2005 to Apr 17, 2006 · Mt Vernon, Tx
O•••• F•• I••• former
Nov 22, 2002 to Jan 10, 2005 · Mt Vernon, Tx

Moves

a registration end followed by a registration begin elsewhere

E••••••••• I••• to V••••••• A•••••••• I•••
left Jul 1, 2025, registered Aug 26, 2025 (56 days) · Other
B••••• S••••••••• I••• to V••••••• A•••••••• I•••
left Oct 24, 2011, registered Aug 26, 2025 (5055 days) · Other
M•• I•••••••• S•••••••• L•• to E••••••••• I•••
left Apr 17, 2006, registered Apr 9, 2007 (357 days) · Other
O•••• F•• I••• to M•• I•••••••• S•••••••• L••
left Jan 10, 2005, registered Mar 11, 2005 (60 days) · Other

Signals

Transition signals

Mobility scoring is not published yet.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address