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Registered advisor
E••••• K••••••• F••••
Feed of 09/14/2026
Also filed as E••••• F••••
At current firm
2 y
since Jul 3, 2024
In the industry
12 y
since Aug 1, 2014 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
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
- W•••• I••••••••• A•••••••• L•• other currentsince Jul 3, 2024 · Westborough, Ma
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedOct 30, 2019 to Jun 28, 2024 · Westborough, Ma
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJan 8, 2019 to Aug 19, 2019 · New Orleans, La
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to W•••• I••••••••• A•••••••• L••left Jun 28, 2024, registered Jul 3, 2024 (5 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Aug 19, 2019, registered Oct 30, 2019 (72 days) · Wirehouse to affiliated broker-dealer or bank
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
- Other adviserderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address