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Registered advisor
B•••••• E• R•••••
Feed of 09/14/2026
Also filed as B•••••• E• R••••••••• R•••••
At current firm
4 y
since Nov 17, 2021
In the industry
12 y
since Aug 1, 2014 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
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
- J••• M••••• S••••••••• L•• wirehouse currentsince Nov 17, 2021 · Richardson, Tx
- F••••••• P••••••• A•• W•••••••• A••••••• formerFeb 7, 2020 to Oct 4, 2021 · Westlake, Tx
Moves
a registration end followed by a registration begin elsewhere
- F••••••• P••••••• A•• W•••••••• A••••••• to J••• M••••• S••••••••• L••left Oct 4, 2021, registered Nov 17, 2021 (44 days) · Affiliated broker-dealer or bank to wirehouse
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
- Wirehousederived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address