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Registered advisor

B••••••• R••••• B•••••••

R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedOregon City, Ordual registrantIAPD 5057072
Certified Financial Planner
Feed of 09/14/2026
Also filed as B••••••• R• B••••••••• R••••• B••••••••• B•••••••
At current firm
16 y
since Jan 13, 2010
In the industry
18 y
since Sep 11, 2008 (earliest exam, job or registration)
Prior registered firms
1
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
  • M•••• W••••• A••••••• G•••• unclassified
    Feb 22, 2011 to Jul 31, 2019 · Lake Oswego, Or
Moves
a registration end followed by a registration begin elsewhere
  • M•••• W••••• A••••••• G•••• to no registered destination
    left Jul 31, 2019 · Departure, no registered destination
Signals
No dated event on this person.
Transition signals

Mobility scoring is not published yet.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
Broker-dealer affiliated wealth managerderived
Years in industry
18derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address