D••••• A••••• B••••••

Title

Financial Planner, Partnerreportedsevenhillsfinancial.comfirm site, Sep 17, 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.

• S•••• H•••• F••••••••• L•• independent RIA current
  since Jan 1, 2025 · Tallahassee, Fl
• W•••• F•••• A••••••• wirehouse
  Dec 18, 2014 to May 30, 2018 · Jacksonville, Fl
• I••••• F•••••••• C••••••••• former
  Mar 20, 2008 to Dec 9, 2014 · Quincy, Fl
• M••••• S•••••• • C•• L•• unclassified
  Apr 17, 2007 to Nov 21, 2007 · Tallahassee, Fl

• W•••• F•••• A••••••• to S•••• H•••• F••••••••• L••
  left May 30, 2018, registered Jan 1, 2025 (2408 days) · Wirehouse to independent RIA
• I••••• F•••••••• C••••••••• to W•••• F•••• A•••••••
  left Dec 9, 2014, registered Dec 18, 2014 (9 days) · Other
• M••••• S•••••• • C•• L•• to I••••• F•••••••• C•••••••••
  left Nov 21, 2007, registered Mar 20, 2008 (120 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

Independent wealth managerderived

Years in industry

19derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address