B•••• S•••• G••••

V•••• F•••••••• A•••••••• I•••BD affiliatedLinthicum Heights, Mddual registrantIAPD 5741032

Feed of 09/19/2026

Also filed as B•••• S•••• G••••••••• G••••

At current firm

0 y

since Sep 18, 2026

In the industry

14 y

since Oct 11, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

V•••• F•••••••• A•••••••• I••• BD affiliated current
since Sep 18, 2026 · Linthicum Heights, Md
F••••••• P••••••• A•• W•••••••• A••••••• former
May 8, 2020 to Feb 16, 2022 · Washington, Dc
E••••• J•••• national BD
Oct 11, 2011 to Mar 12, 2013 · St. Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

F••••••• P••••••• A•• W•••••••• A••••••• to V•••• F•••••••• A•••••••• I•••
left Feb 16, 2022, registered Sep 18, 2026 (1675 days) · Affiliated broker-dealer or bank to another
E••••• J•••• to F••••••• P••••••• A•• W•••••••• A•••••••
left Mar 12, 2013, registered May 8, 2020 (2614 days) · Affiliated broker-dealer or bank to another

Signals

••• Locked
Sep 18, 2026 · Advisor registered · 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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address