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L•••• D••••• K••••••
- Designations
- CFPreportedepwealth.comas printed on the bio page, Sep 16, 2026
- Professional profile
- ••• Lockedreportedepwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- E• W••••• A••••••• independent RIA currentsince Dec 5, 2025 · San Diego, Ca
- A••••••••• F•••••••• S•••••••• L•• national BDApr 10, 2014 to Nov 29, 2018 · San Diego, Ca
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJul 24, 2012 to Mar 6, 2014 · Franklin, Tn
- A••••••••• F•••••••• S•••••••• L•• to E• W••••• A•••••••left Nov 29, 2018, registered Dec 5, 2025 (2563 days) · Affiliated broker-dealer or bank to independent RIA
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to A••••••••• F•••••••• S•••••••• L••left Mar 6, 2014, registered Apr 10, 2014 (35 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address