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Registered advisor

M•••••• A•••••• R••••••••

S••••• W••••• A•••••••• I•••no RAUMByron Center, Midual registrantIAPD 5061576

Certified Financial Planner

Feed of 09/14/2026

Also filed as M•••••• R••••••••• A• R••••••••• R••••••••

At current firm

0 y

since Dec 15, 2025

In the industry

20 y

since Oct 1, 2005 (earliest exam, job or registration)

Prior registered firms

4

IAPD previous registrations

State registrations

2

current, as an IAR

Firms today

1

current registrations

Exams

S66, S63

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 current
since Dec 15, 2025 · Byron Center, Mi

T• A••••••••• I••••••••• M••••••••• L•• former
Jan 4, 2021 to Dec 22, 2022 · Grand Rapids, Mi
T• A••••••••• I••• former
Feb 27, 2018 to Oct 14, 2022 · St. Louis, Mo
T• A••••••••• I••••••••• M••••••••• L•• former
Feb 26, 2018 to Dec 31, 2020 · Omaha, Ne
S•••••••• I••••••••• M••••••••• former
Apr 25, 2016 to Feb 26, 2018 · Saint Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

T• A••••••••• I••••••••• M••••••••• L•• to S••••• W••••• A•••••••• I•••
left Dec 22, 2022, registered Dec 15, 2025 (1089 days) · channel change inside one enterprise, not a move
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Oct 14, 2022, registered Jan 4, 2021 (-648 days) · corporate re-registration, not a move
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left Dec 31, 2020, registered Feb 27, 2018 (-1038 days) · corporate re-registration, not a move
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

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: No RAUM reportedderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address