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Registered advisor
I••••••• T•••••
Feed of 09/15/2026
Also filed as Izzy Xianxin T•••••
At current firm
7 y
since Aug 15, 2019
In the industry
12 y
since Aug 1, 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
S65, 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
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse currentsince Aug 15, 2019 · Hunt Valley, Md
- M••••• O• O•••• I••••••• S•••••••• I••• independent RIASep 17, 2018 to Nov 29, 2018 · Glen Allen, Va
Moves
a registration end followed by a registration begin elsewhere
- M••••• O• O•••• I••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Nov 29, 2018, registered Aug 15, 2019 (259 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
- Wirehousederived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address