G•••• M•••••• Z••••••••

• H••••••• F•••• asset manager current
  since Sep 21, 2026 · North Oaks, Mn
• V••••• I••••••••• A•••••••• L•• asset manager
  Sep 9, 2015 to Sep 9, 2026 · Shoreview, Mn
• L•••••• F•••••••• D••••••••• I••• unclassified
  Aug 23, 2007 to May 11, 2009 · Radnor, Pa
• W•••• F•••• I••••••••• L•• unclassified
  Feb 21, 2007 to Aug 21, 2007 · Minneapolis, Mn

• V••••• I••••••••• A•••••••• L•• to H••••••• F••••
  left Sep 9, 2026, registered Sep 21, 2026 (12 days) · Other
• L•••••• F•••••••• D••••••••• I••• to V••••• I••••••••• A•••••••• L••
  left May 11, 2009, registered Sep 9, 2015 (2312 days) · Other
• W•••• F•••• I••••••••• L•• to L•••••• F•••••••• D••••••••• I•••
  left Aug 21, 2007, registered Aug 23, 2007 (2 days) · Other

• ••• Locked
  Sep 21, 2026 · Advisor registered · fact
• ••• Locked
  Sep 9, 2026 · Advisor changed firm · fact

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

Asset manager (funds and pooled vehicles)derived

Years in industry

21derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address