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Registered advisor

A•• M•••• J••••••

C••••• I••••••••• A••••••• L••BD affiliatedSt Louis Park, Mndual registrantIAPD 4678850

Feed of 09/14/2026

At current firm

1 y

since Jan 29, 2025

In the industry

10 y

since Sep 1, 2016 (earliest exam, job or registration)

Prior registered firms

2

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

C••••• I••••••••• A••••••• L•• BD affiliated current
since Jan 29, 2025 · St Louis Park, Mn

A••••••••• F•••••••• S•••••••• L•• national BD
Mar 17, 2023 to Oct 14, 2024 · Edina, Mn
A••••••••• F•••••••• S•••••••• L•• national BD
Oct 31, 2022 to Mar 2, 2023 · Plymouth, Mn

Moves

a registration end followed by a registration begin elsewhere

A••••••••• F•••••••• S•••••••• L•• to C••••• I••••••••• A••••••• L••
left Oct 14, 2024, registered Jan 29, 2025 (107 days) · Affiliated broker-dealer or bank to another

Signals

••• Locked
Oct 14, 2024 · Advisor changed firm · fact

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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address