D•••• D•••

• C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated current
  since Jul 21, 2025 · Edmond, Ok
• O•••• W•••••• I••• BD affiliated
  Jun 14, 2024 to Jul 23, 2025 · Edmond, Ok
• S••••••••• A•••••• A•••••••• I••• former
  Sep 2, 2020 to Jun 14, 2024 · Crescent, Ok
• V••• F•••••••• A•••••••• I••• BD affiliated
  Jan 11, 2019 to Sep 8, 2020 · Overland Park, Ks

• O•••• W•••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••
  left Jul 23, 2025, registered Jul 21, 2025 (-2 days) · Affiliated broker-dealer or bank to another · moved with a team
• S••••••••• A•••••• A•••••••• I••• to O•••• W•••••• I•••
  left Jun 14, 2024, registered Jun 14, 2024 (0 days) · corporate re-registration, not a move
• V••• F•••••••• A•••••••• I••• to S••••••••• A•••••• A•••••••• I•••
  left Sep 8, 2020, registered Sep 2, 2020 (-6 days) · Affiliated broker-dealer or bank to another

• ••• Locked
  Jul 23, 2025 · 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

Broker-dealer affiliated wealth managerderived

Years in industry

12derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address