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Registered advisor
B••••• N••••• F•••••
Chartered Financial Consultant
Feed of 09/15/2026
Also filed as B••••• N••••• Estrada
At current firm
0 y
since May 1, 2026
In the industry
20 y
since Aug 1, 2006 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- K••••• A••••••• S•••••••• L•• BD affiliated currentsince May 1, 2026 · Tempe, Az
- E••••• J•••• national BDApr 24, 2019 to Feb 23, 2026 · St. Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- E••••• J•••• to K••••• A••••••• S•••••••• L••left Feb 23, 2026, registered May 1, 2026 (67 days) · Affiliated broker-dealer or bank to another
Signals
- B••••• N••••• F••••• left E••••• J•••• for K••••• A••••••• S•••••••• L•• (registered 2026-05-01)Feb 23, 2026 · Advisor changed firm · fact
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address