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Registered advisor

S•••• T•••••• B••••

C•••••••• I••••••••• R••••••• A•••••••• I•••BD affiliatedFort Wort, TxIA-onlyIAPD 6105636
Feed of 09/14/2026
Also filed as S•••• M•••• T••••••
At current firm
4 y
since May 19, 2022
In the industry
14 y
since Sep 1, 2012 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
  • B•••• A•• F•••••• L•• unclassified
    Aug 4, 2015 to Oct 3, 2022 · Bedford, Tx
Moves
a registration end followed by a registration begin elsewhere
Signals
  • ••• Locked
    Sep 14, 2026 · Advisor registration ended · derived
  • ••• Locked
    Oct 3, 2022 · Advisor changed firm · fact
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
14derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address