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Registered advisor
T••• E•••••• S••••••••
Certified Financial Planner
Feed of 09/15/2026
Also filed as T••• E••••••
At current firm
0 y
since Jul 21, 2026
In the industry
18 y
since Sep 12, 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
0
dated events on this person
Registration history
IAPD current and previous registrations
- U••• I••••••••• S••••••• C•••••• no RAUM currentsince Jul 21, 2026 · Tampa, Fl
- U••• I••••••••• S••••••• C•••••• no RAUMJan 8, 2018 to Jul 30, 2020 · San Antonio, Tx
- U••• F•••••••• P••••••• S••••••• formerOct 13, 2010 to Jan 8, 2018 · Tampa, Fl
- W•••• F•••• A••••••• wirehouseMar 27, 2009 to Aug 31, 2010 · Jacksonville, Fl
- E••••• J•••• national BDSep 29, 2008 to Nov 11, 2008 · St Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- U••• F•••••••• P••••••• S••••••• to U••• I••••••••• S••••••• C••••••left Jan 8, 2018, registered Jan 8, 2018 (0 days) · corporate re-registration, not a move
- W•••• F•••• A••••••• to U••• F•••••••• P••••••• S•••••••left Aug 31, 2010, registered Oct 13, 2010 (43 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- E••••• J•••• to W•••• F•••• A•••••••left Nov 11, 2008, registered Mar 27, 2009 (136 days) · Affiliated broker-dealer or bank to wirehouse
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
- No RAUM reportedderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address