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Registered advisor

S••••••• C•••• W•••

F•••• T•••• A••••••• L•asset managerWheaton, Il dual registrantIAPD 6296755
Feed of 09/14/2026
At current firm
5 y
since Apr 21, 2021
In the industry
12 y
since Jan 1, 2014 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63, 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
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
Signals
No dated event on this person.
Transition signals

Mobility scoring is not published yet.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
Asset manager (funds and pooled vehicles)derived
Years in industry
12derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address