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Registered advisor

K••••••• L• B•••••••

C••••• I••••••••• A••••••• L••BD affiliatedEugene, Ordual registrantIAPD 7198045
Feed of 09/14/2026
Also filed as K••••••• B••••••••• L••• B••••••••• L••• C•••••••
At current firm
1 y
since Jan 16, 2025
In the industry
12 y
since May 1, 2014 (earliest exam, job or registration)
Prior registered firms
3
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
2
dated events on this person
Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
Signals
  • ••• Locked
    Dec 26, 2024 · Advisor changed firm · fact
  • ••• Locked
    Aug 16, 2023 · Advisor changed firm · fact
Transition signals

Mobility scoring is not published yet.

Provenance
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