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Registered advisor
W•••••• G•••••• N••••••
Feed of 09/14/2026
At current firm
2 y
since Aug 23, 2024
In the industry
15 y
since Jul 1, 2011 (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
0
dated events on this person
Registration history
IAPD current and previous registrations
- O•••• W•••••• I••• BD affiliated currentsince Aug 23, 2024 · Atlanta, Ga
- T•••• A•••••••• L•• formerNov 28, 2022 to Aug 23, 2024 · Atlanta, Ga
- O•••• W•••••• I••• BD affiliatedMar 8, 2016 to Nov 28, 2022 · Scottsdale, Az
- W••••••• F•••••••• S•••••••• I••• formerMar 8, 2016 to Jul 29, 2020 · Oakdale, Mn
- F•• S••••••••• C••••••••• formerMar 8, 2016 to Jul 29, 2020 · Atlanta, Ga
- S•••••••• F••••••••• I••• formerAug 2, 2012 to Jul 29, 2020 · Scottsdale, Az
All 6 prior registrationsShow fewer
- W•••••• • R••• formerMar 19, 2012 to May 23, 2012 · Scottsdale, Az
Moves
a registration end followed by a registration begin elsewhere
- T•••• A•••••••• L•• to O•••• W•••••• I•••left Aug 23, 2024, registered Aug 23, 2024 (0 days) · corporate re-registration, not a move
- O•••• W•••••• I••• to T•••• A•••••••• L••left Nov 28, 2022, registered Nov 28, 2022 (0 days) · channel change inside one enterprise, not a move · moved with a team
- F•• S••••••••• C••••••••• to O•••• W•••••• I•••left Jul 29, 2020, registered Mar 8, 2016 (-1604 days) · channel change inside one enterprise, not a move
- S•••••••• F••••••••• I••• to O•••• W•••••• I•••left Jul 29, 2020, registered Mar 8, 2016 (-1604 days) · channel change inside one enterprise, not a move
- W••••••• F•••••••• S•••••••• I••• to O•••• W•••••• I•••left Jul 29, 2020, registered Mar 8, 2016 (-1604 days) · channel change inside one enterprise, not a move
All 6 movesShow fewer
- W•••••• • R••• to S•••••••• F••••••••• I•••left May 23, 2012, registered Aug 2, 2012 (71 days) · Other
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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address