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Registered advisor
B•• B•••• V•••
Feed of 09/14/2026
Also filed as Ben V•••
At current firm
8 y
since Sep 10, 2018
In the industry
14 y
since Jan 24, 2012 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Sep 10, 2018 · Loveland, Co
- E••••• J•••• national BDJul 23, 2012 to Sep 11, 2018 · Lubbock, Tx
- N•• E•••••• S••••••••• C••••••••• formerJun 14, 2012 to Jul 20, 2012 · Amarillo, Tx
Moves
a registration end followed by a registration begin elsewhere
- E••••• J•••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Sep 11, 2018, registered Sep 10, 2018 (-1 days) · Affiliated broker-dealer or bank to another
- N•• E•••••• S••••••••• C••••••••• to E••••• J••••left Jul 20, 2012, registered Jul 23, 2012 (3 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
- 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