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Registered advisor
C•••• T•••••• G•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as Craig Gorden
At current firm
1 y
since Oct 24, 2024
In the industry
11 y
since Dec 1, 2014 (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
3
dated events on this person
Registration history
IAPD current and previous registrations
- S••••• W••••• A•••••••• I••• no RAUM currentsince Oct 24, 2024 · Atlanta, Ga
- A••••• A•• P••••••• S••••••• BD affiliatedDec 18, 2023 to Aug 28, 2024 · Atlanta, Ga
- J••• M••••• S••••••••• L•• wirehouseMay 11, 2022 to Nov 21, 2023 · Atlanta, Ga
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJan 15, 2021 to Apr 4, 2022 · Atlanta, Ga
- M••••• S•••••• wirehouseDec 13, 2018 to Jan 5, 2021 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- A••••• A•• P••••••• S••••••• to S••••• W••••• A•••••••• I•••left Aug 28, 2024, registered Oct 24, 2024 (57 days) · Other · moved with a team
- J••• M••••• S••••••••• L•• to A••••• A•• P••••••• S•••••••left Nov 21, 2023, registered Dec 18, 2023 (27 days) · Wirehouse to affiliated broker-dealer or bank
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to J••• M••••• S••••••••• L••left Apr 4, 2022, registered May 11, 2022 (37 days) · Wirehouse to wirehouse · moved with a team
- M••••• S•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jan 5, 2021, registered Jan 15, 2021 (10 days) · Wirehouse to wirehouse
Signals
- C•••• T•••••• G••••• left A••••• A•• P••••••• S••••••• for S••••• W••••• A•••••••• I••• (registered 2024-10-24)Aug 28, 2024 · Advisor changed firm · fact
- C•••• T•••••• G••••• left J••• M••••• S••••••••• L•• for A••••• A•• P••••••• S••••••• (registered 2023-12-18)Nov 21, 2023 · Advisor changed firm · fact
- C•••• T•••••• G••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L•• (registered 2022-05-11)Apr 4, 2022 · Advisor changed firm · fact
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
- No RAUM reportedderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address