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T••••••• R••••• H••••

Registered advisorat C••••••••• F•••••••• N••••••Dual registrant· Beaverton, OrIAPD 5391333

Certified Financial Planner

At current firm
17 y
since Feb 11, 2009
In the industry
18 y
Prior registered firms
1
Signals
0
As of · the IAPD feed; also filed as T•• R••••• H••••
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Registration history
IAPD current and previous registrations
  • A••••••• W••••• M••••••••• unclassified
    Feb 23, 2011 to Nov 19, 2021 · Portland, Or
Moves
a registration end followed by a registration begin elsewhere
  • A••••••• W••••• M••••••••• to no registered destination
    left Nov 19, 2021 · 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
National broker-dealer RIAderived
Years in industry
18derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address