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Registered advisor
B••••• F••••• G•••••
Certified Financial Planner
Feed of 09/15/2026
At current firm
0 y
since Sep 23, 2025
In the industry
24 y
since Apr 29, 2002 (earliest exam, job or registration)
Prior registered firms
5
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Sep 23, 2025 · Dallas, Tx
- L•• F•••••••• L•• BD affiliatedMay 8, 2013 to Sep 26, 2025 · Plano, Tx
- M•• A•••• W••••• A•••••••• L•• formerJul 14, 2010 to Jun 30, 2011 · Dallas, Tx
- C••••••• S••••••••• formerJun 14, 2005 to Feb 18, 2010 · Richardson, Tx
- B••• O•• S••••••••• C••••••••• unclassifiedNov 19, 2003 to Jun 13, 2005 · Dallas, Tx
- I••••••••• C•••••• O• A••••••• I••• formerMay 31, 2002 to Nov 14, 2003 · Pilot Point, Tx
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Sep 26, 2025, registered Sep 23, 2025 (-3 days) · Affiliated broker-dealer or bank to another · moved with a team
- M•• A•••• W••••• A•••••••• L•• to L•• F•••••••• L••left Jun 30, 2011, registered May 8, 2013 (678 days) · Other
- C••••••• S••••••••• to M•• A•••• W••••• A•••••••• L••left Feb 18, 2010, registered Jul 14, 2010 (146 days) · Other
- B••• O•• S••••••••• C••••••••• to C••••••• S•••••••••left Jun 13, 2005, registered Jun 14, 2005 (1 days) · Other
- I••••••••• C•••••• O• A••••••• I••• to B••• O•• S••••••••• C•••••••••left Nov 14, 2003, registered Nov 19, 2003 (5 days) · Other
Signals
- B••••• F••••• G••••• left L•• F•••••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2025-09-23)Sep 26, 2025 · Advisor changed firm · fact
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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address