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Registered advisor
C•••••• S•• M••••••
Feed of 09/15/2026
Also filed as Christy Sue King
At current firm
2 y
since Nov 3, 2023
In the industry
18 y
since Mar 1, 2008 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- F•••• T•••• S••••••••• I••• BD affiliated currentsince Jul 8, 2026 · Battle Creek, Mi
- A••••••••• F•••••••• S•••••••• L•• national BD currentsince Nov 3, 2023 · Jackson, Mi
- C••••••• S••••••••• formerJun 21, 2022 to Nov 3, 2023 · Jackson, Mi
- F••••••• P••••••• A•• W•••••••• A••••••• formerJul 10, 2020 to Mar 29, 2022 · Ann Arbor, Mi
- B•••••• L••• A••••••• S•••••••• I••• BD affiliatedOct 31, 2018 to Mar 26, 2020 · Okemos, Mi
- L•• F•••••••• L•• BD affiliatedFeb 13, 2018 to Nov 1, 2018 · Jackson, Mi
- H••••••••• F•••••••• A••••••• BD affiliatedFeb 1, 2017 to Aug 3, 2017 · Brooklyn, Mi
- L•• F•••••••• L•• BD affiliatedMay 18, 2010 to Feb 1, 2017 · Fowlerville, Mi
Moves
a registration end followed by a registration begin elsewhere
- C••••••• S••••••••• to A••••••••• F•••••••• S•••••••• L••left Nov 3, 2023, registered Nov 3, 2023 (0 days) · corporate re-registration, not a move
- F••••••• P••••••• A•• W•••••••• A••••••• to C••••••• S•••••••••left Mar 29, 2022, registered Jun 21, 2022 (84 days) · Affiliated broker-dealer or bank to independent RIA
- B•••••• L••• A••••••• S•••••••• I••• to F••••••• P••••••• A•• W•••••••• A•••••••left Mar 26, 2020, registered Jul 10, 2020 (106 days) · Affiliated broker-dealer or bank to another
- L•• F•••••••• L•• to B•••••• L••• A••••••• S•••••••• I•••left Nov 1, 2018, registered Oct 31, 2018 (-1 days) · RIA to affiliated broker-dealer or bank
- H••••••••• F•••••••• A••••••• to L•• F•••••••• L••left Aug 3, 2017, registered Feb 13, 2018 (194 days) · Other
- L•• F•••••••• L•• to H••••••••• F•••••••• A•••••••left Feb 1, 2017, registered Feb 1, 2017 (0 days) · corporate re-registration, not a move
Signals
- C•••••• S•• M•••••• left F••••••• P••••••• A•• W•••••••• A••••••• for C••••••• S••••••••• (registered 2022-06-21)Mar 29, 2022 · Advisor changed firm · fact
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
- 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