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Registered advisor
B••••••• A•••••••• G••••
Certified Financial Planner
Feed of 09/15/2026
Also filed as Ben A•••••••• G••••
At current firm
9 y
since Nov 9, 2016
In the industry
12 y
since Mar 1, 2014 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
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
- N•••••••• B••••• B• L•• no RAUM currentsince Nov 9, 2016 · New York, Ny
- C•••••••• G••••• M•••••• I••• BD affiliatedJul 25, 2014 to Nov 25, 2016 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- C•••••••• G••••• M•••••• I••• to N•••••••• B••••• B• L••left Nov 25, 2016, registered Nov 9, 2016 (-16 days) · Other
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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address