N••••• S••••••• S•••••

• O•••• W•••••• I••• BD affiliated current
  since Oct 6, 2025 · Medford, Or
• A••••••••• F•••••••• S•••••••• L•• national BD
  Jun 16, 2020 to Oct 13, 2025 · Grants Pass, Or
• L•• F•••••••• L•• BD affiliated
  May 24, 2012 to Jul 8, 2020 · Grants Pass, Or
• E••••• J•••• national BD
  Sep 26, 2008 to May 29, 2012 · St Louis, Mo

• A••••••••• F•••••••• S•••••••• L•• to O•••• W•••••• I•••
  left Oct 13, 2025, registered Oct 6, 2025 (-7 days) · Affiliated broker-dealer or bank to another · moved with a team
• L•• F•••••••• L•• to A••••••••• F•••••••• S•••••••• L••
  left Jul 8, 2020, registered Jun 16, 2020 (-22 days) · Affiliated broker-dealer or bank to another
• E••••• J•••• to L•• F•••••••• L••
  left May 29, 2012, registered May 24, 2012 (-5 days) · Other

• ••• Locked
  Oct 13, 2025 · Advisor changed firm · fact

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.

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