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Registered advisor
E••• L•••• H•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as E••• L•••• Jason
At current firm
6 y
since Aug 7, 2020
In the industry
20 y
since Jul 11, 2006 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
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••••• G•••• I••••••••• A•••••••• L•• independent RIA currentsince Aug 7, 2020 · Dever, Co
- D•••••• F•••••••• G••••• L•• unclassifiedJan 18, 2017 to Nov 1, 2019 · Denver, Co
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJan 2, 2009 to Jan 4, 2011 · Asheville, Nc
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedNov 7, 2006 to Jan 2, 2009 · Asheville, Nc
Moves
a registration end followed by a registration begin elsewhere
- D•••••• F•••••••• G••••• L•• to M••••• G•••• I••••••••• A•••••••• L••left Nov 1, 2019, registered Aug 7, 2020 (280 days) · Other · moved with a team
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to D•••••• F•••••••• G••••• L••left Jan 4, 2011, registered Jan 18, 2017 (2206 days) · Other
- R•••••• J•••• F•••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jan 2, 2009, registered Jan 2, 2009 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
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
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address