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Registered advisor
L••••• F•••• R•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as Leli F•••• R•••••
At current firm
10 y
since Jan 4, 2016
In the industry
11 y
since Dec 26, 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
n/a
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- I•••• F•••••••• P••••••• state registered currentsince Jan 4, 2016 · Chicago, Il
- G••••••••• F•• O••• A•••••••• L•• unclassifiedDec 26, 2014 to Nov 3, 2015 · Evanston, Il
Moves
a registration end followed by a registration begin elsewhere
- G••••••••• F•• O••• A•••••••• L•• to I•••• F•••••••• P•••••••left Nov 3, 2015, registered Jan 4, 2016 (62 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
- STATE REGISTEREDderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address