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N••••• E• S•••••••
- Professional profile
- LINKEDIN.COM/IN/N•••••-S•••••••-CFP®-1890A78reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- L••••••• F•••••••• P••••••• state registered currentsince Jan 3, 2014 · Modesto, Ca
- C•••• I••••••••• S••••••• C•••• formerFeb 9, 2011 to Dec 7, 2011 · Modesto, Ca
- E••••• J•••• national BDFeb 5, 2007 to Jan 24, 2011 · Modesto, Ca
- C•••• I••••••••• S••••••• C•••• to L••••••• F•••••••• P•••••••left Dec 7, 2011, registered Jan 3, 2014 (758 days) · Other
- E••••• J•••• to C•••• I••••••••• S••••••• C••••left Jan 24, 2011, registered Feb 9, 2011 (16 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address