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Registered advisor
E••• E••••• B•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as E••• B•••••
At current firm
12 y
since Jul 22, 2014
In the industry
15 y
since Feb 3, 2011 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
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
- S••••• W••••• A•••••••• I••• no RAUM currentsince Jul 22, 2014 · Parker, Co
- U••• F•••••••• P••••••• S••••••• formerDec 19, 2011 to Jun 26, 2014 · Colorado Springs, Co
- U••• I••••••••• S••••••• C•••••• no RAUMFeb 28, 2011 to Dec 21, 2011 · Colorado Springs, Co
Moves
a registration end followed by a registration begin elsewhere
- U••• F•••••••• P••••••• S••••••• to S••••• W••••• A•••••••• I•••left Jun 26, 2014, registered Jul 22, 2014 (26 days) · Other
- U••• I••••••••• S••••••• C•••••• to U••• F•••••••• P••••••• S•••••••left Dec 21, 2011, registered Dec 19, 2011 (-2 days) · channel change inside one enterprise, not a move
Signals
No dated event on this person.
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
- No RAUM reportedderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address