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RIA Intelligence
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Registered advisor
R••••• M••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as R••••• Hudgens
At current firm
1 y
since Mar 31, 2025
In the industry
11 y
since Sep 18, 2015 (earliest exam, job or registration)
Prior registered firms
6
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- S•••••••• A••••••• L•• national BD currentsince Mar 31, 2025 · Lehi, Ut
- F••••••• P••••••• A•• W•••••••• A••••••• formerApr 3, 2024 to Mar 31, 2025 · Salt Lake City, Ut
- M••••• S•••••• wirehouseNov 22, 2022 to Mar 7, 2024 · Sandy, Ut
- E•••••• C•••••• M••••••••• L•• formerJul 6, 2018 to Sep 5, 2023 · Sandy, Ut
- E•••••• F•••••••• E•••••• independent RIAMar 13, 2017 to Jun 25, 2018 · Draper, Ut
- M•• F•••••••• S•••••••• I••• formerFeb 22, 2016 to Sep 1, 2016 · Sandy, Ut
- E•••••••• A•••••••• L•• national BDOct 14, 2015 to Mar 2, 2016 · Draper, Ut
Moves
a registration end followed by a registration begin elsewhere
- F••••••• P••••••• A•• W•••••••• A••••••• to S•••••••• A••••••• L••left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- M••••• S•••••• to F••••••• P••••••• A•• W•••••••• A•••••••left Mar 7, 2024, registered Apr 3, 2024 (27 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- E•••••• C•••••• M••••••••• L•• to M••••• S••••••left Sep 5, 2023, registered Nov 22, 2022 (-287 days) · corporate re-registration, not a move
- E•••••• F•••••••• E•••••• to E•••••• C•••••• M••••••••• L••left Jun 25, 2018, registered Jul 6, 2018 (11 days) · RIA to RIA
- M•• F•••••••• S•••••••• I••• to E•••••• F•••••••• E••••••left Sep 1, 2016, registered Mar 13, 2017 (193 days) · Other
- E•••••••• A•••••••• L•• to M•• F•••••••• S•••••••• I•••left Mar 2, 2016, registered Feb 22, 2016 (-9 days) · Other
Signals
- R••••• M•••••• left M••••• S•••••• for F••••••• P••••••• A•• W•••••••• A••••••• (registered 2024-04-03)Mar 7, 2024 · 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
- National broker-dealer RIAderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address