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Registered advisor

F•••• E••••• C••••

C••••••••• F•••••••• N••••••national BDDublin, Ohdual registrantIAPD 725190
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as C•• C••••••••• E••••• C••••••••• E••••• C••••••••• E••••• C••••• I•••••••• E••••• C••••• I••
At current firm
25 y
since Jan 1, 2001
In the industry
45 y
since Apr 14, 1981 (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
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
  • C••••••• F•••••••• C••••••• unclassified
    Feb 22, 2007 to Mar 29, 2011 · Dublin, Oh
Moves
a registration end followed by a registration begin elsewhere
  • C••••••• F•••••••• C••••••• to no registered destination
    left Mar 29, 2011 · Departure, no registered destination
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
National broker-dealer RIAderived
Years in industry
45derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address