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Registered advisor
I•• A•••••• F••
Feed of 09/14/2026
Also filed as T••• F••••••••• F••
At current firm
1 y
since May 15, 2025
In the industry
16 y
since May 27, 2010 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince May 15, 2025 · Clackamas, Or
- C••• F•••••••• S•••••••• L••• formerApr 10, 2013 to May 15, 2025 · Oak Grove, Or
- W•••• F•••• A••••••• wirehouseJan 3, 2011 to Apr 18, 2013 · Gresham, Or
- W•••• F•••• I••••••••• L•• unclassifiedJun 28, 2010 to Jan 3, 2011 · Gresham, Or
Moves
a registration end followed by a registration begin elsewhere
- C••• F•••••••• S•••••••• L••• to L•• F•••••••• L••left May 15, 2025, registered May 15, 2025 (0 days) · corporate re-registration, not a move
- W•••• F•••• A••••••• to C••• F•••••••• S•••••••• L•••left Apr 18, 2013, registered Apr 10, 2013 (-8 days) · Other
- W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address