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Registered advisor
C••••• D••••• F•••••••
Feed of 09/15/2026
Also filed as Corrie Feldotto
At current firm
4 y
since Mar 24, 2022
In the industry
13 y
since May 18, 2013 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
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
- T•• A•••••••• I••• BD affiliated currentsince Mar 24, 2022 · Summit, Nj
- P•••••••• S••••••••• I••• BD affiliatedJun 1, 2015 to Nov 2, 2021 · Des Moines, Ia
- M•• F•••••••• S•••••••• I••• formerOct 16, 2013 to Apr 22, 2015 · West Des Moines, Ia
Moves
a registration end followed by a registration begin elsewhere
- P•••••••• S••••••••• I••• to T•• A•••••••• I•••left Nov 2, 2021, registered Mar 24, 2022 (142 days) · Affiliated broker-dealer or bank to another
- M•• F•••••••• S•••••••• I••• to P•••••••• S••••••••• I•••left Apr 22, 2015, registered Jun 1, 2015 (40 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address