P••• B•••••••••

• S••••• W••••• A•••••••• I••• no RAUM current
  since Jul 24, 2025 · Edina, Mn
• F••••••• P••••••• A•• W•••••••• A••••••• former
  Jul 12, 2021 to May 3, 2023 · Greenwood Village, Co
• T• A••••••••• I••• former
  Dec 3, 2018 to Dec 31, 2020 · Omaha, Ne
• T• A••••••••• I••••••••• M••••••••• L•• former
  Nov 30, 2018 to Jan 11, 2021 · Omaha, Ne

• F••••••• P••••••• A•• W•••••••• A••••••• to S••••• W••••• A•••••••• I•••
  left May 3, 2023, registered Jul 24, 2025 (813 days) · Other
• T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
  left Jan 11, 2021, registered Dec 3, 2018 (-770 days) · channel change inside one enterprise, not a move · moved with a team
• T• A••••••••• I••• to F••••••• P••••••• A•• W•••••••• A•••••••
  left Dec 31, 2020, registered Jul 12, 2021 (193 days) · Other · moved with a team

• ••• Locked
  May 3, 2023 · Advisor changed firm · fact

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.

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