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Registered advisor
C••••••••• R• B•••
Feed of 09/15/2026
Also filed as C•••• B••••••••• R•••• B•••
At current firm
10 y
since Mar 29, 2016
In the industry
19 y
since Jan 27, 2007 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65, 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
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse currentsince Mar 29, 2016 · Jacksonville, Fl
- V••• F•••••••• A•••••••• I••• BD affiliatedFeb 21, 2007 to May 9, 2008 · Tukwila, Wa
Moves
a registration end followed by a registration begin elsewhere
- V••• F•••••••• A•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left May 9, 2008, registered Mar 29, 2016 (2881 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address