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Registered advisor

C••••••••• M•••••• H•••••

T•••••• F••••••••state registeredSuperior, CoIA-onlyIAPD 5493630
Feed of 09/14/2026
Contact
what the firm publishes for this advisor, each with the page it was read from
Advisor profile
••• Lockedreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
At current firm
0 y
since May 15, 2026
In the industry
18 y
since Jan 1, 2008 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
  • T•••••• F•••••••• unclassified
    Jan 7, 2019 to Nov 3, 2022 · Superior, Co
  • T•••••• F•••••••• unclassified
    May 29, 2009 to Dec 31, 2018 · Superior, Co
  • W•••••• • R••• former
    Jun 17, 2008 to Mar 16, 2009 · Golden, Co
Moves
a registration end followed by a registration begin elsewhere
Signals
  • ••• Locked
    Nov 3, 2022 · Advisor changed firm · fact
Transition signals

Mobility scoring is not published yet.

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