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Registered advisor
H•••• N•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as H•••• Michelle Siler
At current firm
3 y
since May 17, 2023
In the industry
11 y
since Jun 1, 2015 (earliest exam, job or registration)
Prior registered firms
2
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
- E••••• J•••• national BD currentsince May 17, 2023 · Goshen, In
- L•• F•••••••• L•• BD affiliatedMay 18, 2022 to May 18, 2023 · Goshen, In
- C••• B•••••••• S•••••••• I••• formerNov 10, 2020 to May 18, 2022 · Goshen, In
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to E••••• J••••left May 18, 2023, registered May 17, 2023 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
- C••• B•••••••• S•••••••• I••• to L•• F•••••••• L••left May 18, 2022, registered May 18, 2022 (0 days) · corporate re-registration, not a move
Signals
- H•••• N••••• left L•• F•••••••• L•• for E••••• J•••• (registered 2023-05-17)May 18, 2023 · 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
- National broker-dealer RIAderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address