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Registered advisor
A••••• V•••
Feed of 09/16/2026
Also filed as A••••• Lynn Gottschalk (Maiden)
At current firm
1 y
since Mar 31, 2025
In the industry
16 y
since Mar 26, 2010 (earliest exam, job or registration)
Prior registered firms
9
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- S•••••••• A••••••• L•• national BD currentsince Mar 31, 2025 · Bloomfield Hills, Mi
- F••••••• P••••••• A•• W•••••••• A••••••• formerSep 18, 2023 to Mar 31, 2025 · Farmington, Mi
- M••••• S•••••• wirehouseMar 22, 2023 to Aug 11, 2023 · Purchase, Ny
- E•••••• C•••••• M••••••••• L•• formerJun 13, 2018 to Aug 11, 2023 · Farmington Hills, Mi
- T• A••••••••• I••• formerFeb 27, 2018 to Jun 22, 2018 · Grand Blanc, Mi
- T• A••••••••• I••••••••• M••••••••• L•• formerFeb 26, 2018 to Jun 22, 2018 · Omaha, Ne
- S•••••••• I••••••••• M••••••••• formerJan 27, 2017 to Feb 26, 2018 · Saint Louis, Mo
- T• A••••••••• I••• formerSep 28, 2011 to Sep 13, 2016 · Birmingham, Mi
- T• A••••••••• I••••••••• M••••••••• L•• formerSep 28, 2011 to Sep 13, 2016 · Birmingham, Mi
- M••••• S•••••• wirehouseApr 12, 2010 to Aug 19, 2011 · Birmingham, Mi
Moves
a registration end followed by a registration begin elsewhere
- F••••••• P••••••• A•• W•••••••• A••••••• to S•••••••• A••••••• L••left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- E•••••• C•••••• M••••••••• L•• to M••••• S••••••left Aug 11, 2023, registered Mar 22, 2023 (-142 days) · channel change inside one enterprise, not a move · moved with a team
- M••••• S•••••• to F••••••• P••••••• A•• W•••••••• A•••••••left Aug 11, 2023, registered Sep 18, 2023 (38 days) · Wirehouse to affiliated broker-dealer or bank
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left Jun 22, 2018, registered Feb 27, 2018 (-115 days) · corporate re-registration, not a move
- T• A••••••••• I••• to E•••••• C•••••• M••••••••• L••left Jun 22, 2018, registered Jun 13, 2018 (-9 days) · Other
- S•••••••• I••••••••• M••••••••• to T• A••••••••• I••••••••• M••••••••• L••left Feb 26, 2018, registered Feb 26, 2018 (0 days) · corporate re-registration, not a move
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Sep 13, 2016, registered Sep 28, 2011 (-1812 days) · channel change inside one enterprise, not a move
- T• A••••••••• I••••••••• M••••••••• L•• to S•••••••• I••••••••• M•••••••••left Sep 13, 2016, registered Jan 27, 2017 (136 days) · Other
- M••••• S•••••• to T• A••••••••• I•••left Aug 19, 2011, registered Sep 28, 2011 (40 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
Signals
- A••••• V••• left M••••• S•••••• for F••••••• P••••••• A•• W•••••••• A••••••• (registered 2023-09-18)Aug 11, 2023 · 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
- National broker-dealer RIAderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address