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Registered advisor
I•••• A••••••••• G••••••
Feed of 09/14/2026
Also filed as I•••• A• C••••••••• A• G••••••••• A• G••••••••• A••••••••• G••••••••• G••••••
At current firm
1 y
since Mar 7, 2025
In the industry
13 y
since Jun 10, 2013 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Professional profileWhat is shown hereOnly 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.
title, designations and roles as the firm prints them
- Title
- Senior Registered Client Service Associatereportedericallenfinancial.comfirm site, Sep 24, 2026
Registration history
IAPD current and previous registrations
- S•••••• N••••••• • C••••••• I••••••••• national BD currentsince Mar 7, 2025 · Spokane, Wa
- O•••• W•••••• I••• BD affiliatedMay 6, 2024 to Sep 6, 2024 · Scottsdale, Az
- A••••••••• F•••••••• S•••••••• L•• national BDAug 11, 2021 to Apr 11, 2024 · Walla Walla, Wa
- L•• F•••••••• L•• BD affiliatedSep 6, 2019 to Feb 4, 2021 · Spokane, Wa
- W•••• F•••• A••••••• wirehouseDec 17, 2018 to Sep 11, 2019 · Spokane, Wa
Moves
a registration end followed by a registration begin elsewhere
- O•••• W•••••• I••• to S•••••• N••••••• • C••••••• I•••••••••left Sep 6, 2024, registered Mar 7, 2025 (182 days) · Affiliated broker-dealer or bank to another
- A••••••••• F•••••••• S•••••••• L•• to O•••• W•••••• I•••left Apr 11, 2024, registered May 6, 2024 (25 days) · Affiliated broker-dealer or bank to another
- L•• F•••••••• L•• to A••••••••• F•••••••• S•••••••• L••left Feb 4, 2021, registered Aug 11, 2021 (188 days) · Affiliated broker-dealer or bank to another
- W•••• F•••• A••••••• to L•• F•••••••• L••left Sep 11, 2019, registered Sep 6, 2019 (-5 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- ••• LockedSep 6, 2024 · Advisor changed firm · fact
- ••• LockedApr 11, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address