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Registered advisor
B•••••• M•••••• W•••
Feed of 09/15/2026
Also filed as B•••••• W•••
At current firm
8 y
since Nov 29, 2017
In the industry
13 y
since Apr 1, 2013 (earliest exam, job or registration)
Prior registered firms
2
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
- L•• F•••••••• L•• BD affiliated currentsince Nov 29, 2017 · Milbank, Sd
- I••••••••• C•••••• O• A••••••• I••• formerJun 23, 2015 to Nov 29, 2017 · Grand Forks, Nd
- I••••• F•••••••• C••••••••• formerAug 19, 2013 to Jun 4, 2015 · East Grand Forks, Mn
Moves
a registration end followed by a registration begin elsewhere
- I••••••••• C•••••• O• A••••••• I••• to L•• F•••••••• L••left Nov 29, 2017, registered Nov 29, 2017 (0 days) · corporate re-registration, not a move
- I••••• F•••••••• C••••••••• to I••••••••• C•••••• O• A••••••• I•••left Jun 4, 2015, registered Jun 23, 2015 (19 days) · channel change inside one enterprise, not a move
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