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Registered advisor
B••••• S•••••• F••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as B••••• F••••
At current firm
2 y
since Jun 7, 2024
In the industry
17 y
since Sep 22, 2008 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- H••••••••• F•••••••• A••••••• BD affiliated currentsince Jun 7, 2024 · Columbus, Oh
- M••••• S•••••• wirehouseSep 13, 2022 to Mar 21, 2024 · Farmington Hills, Mi
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMay 8, 2018 to May 3, 2022 · Farmington Hills, Mi
- L•• F•••••••• L•• BD affiliatedJul 17, 2014 to Feb 6, 2018 · Southfield, Mi
- M•• I•••••••• S•••••••• L•• BD affiliatedSep 21, 2010 to Apr 3, 2013 · Trenton, Mi
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to H••••••••• F•••••••• A•••••••left Mar 21, 2024, registered Jun 7, 2024 (78 days) · Wirehouse to affiliated broker-dealer or bank
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••left May 3, 2022, registered Sep 13, 2022 (133 days) · Wirehouse to wirehouse
- L•• F•••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Feb 6, 2018, registered May 8, 2018 (91 days) · RIA to wirehouse
- M•• I•••••••• S•••••••• L•• to L•• F•••••••• L••left Apr 3, 2013, registered Jul 17, 2014 (470 days) · Other
Signals
- B••••• S•••••• F•••• left M••••• S•••••• for H••••••••• F•••••••• A••••••• (registered 2024-06-07)Mar 21, 2024 · Advisor changed firm · fact
- B••••• S•••••• F•••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S•••••• (registered 2022-09-13)May 3, 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address