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Registered advisor

T••• T••••

P••• A••••• S••••••••• L••BD affiliatedGreenwood Village, Co dual registrantIAPD 8018911
Feed of 09/14/2026
At current firm
0 y
since Nov 24, 2025
In the industry
13 y
since Aug 1, 2013 (earliest exam, job or registration)
Prior registered firms
0
IAPD previous registrations
State registrations
9
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
    Moves
    a registration end followed by a registration begin elsewhere
    No firm change on the tape.
    Signals
    • ••• Locked
      Sep 15, 2026 · Advisor registration ended · derived
    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
    13derivedfrom the earliest dated exam, employment or registration
    Not published
    disclosure flags, outside business text, branch street address