A••••• T••••

Advisor at W••••• A••••••• G••••

FORT WAYNE, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e24773d-865e-5caa-0011-a0766c13fa3a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 17, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: W••••• A••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• A••••••• G••••	Independent wealth	Apr 11, 2024	n/a	yes	FORT WAYNE, IN	Current employment
T••••••• A•••••• N••••••• L••	Bd affiliated wealth	Jul 29, 2020	Feb 27, 2024	no	MINNEAPOLIS, MN\|Hoagland, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••• A•••••• N••••••• L••	W••••• A••••••• G••••	Feb 27, 2024	Apr 11, 2024	44	Firm change	Ibd to RIA
T••••••• I••••••••• M••••••••• I•••	T••••••• A•••••• N••••••• L••	Jul 29, 2020	Jul 29, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
18387:304569:IN:2020-07-29	Jul 29, 2020	Jul 29, 2020	HOAGLAND, IN	Firm change

Relationships

Registered with (3)

→ W••••• A••••••• G••••Registered adviserregistration: current employment
Apr 11, 2024 to presentfactForm ADV
→ T••••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
Jul 29, 2020 to Feb 27, 2024factForm ADV
→ T••••••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Oct 17, 2018 to Jul 29, 2020factForm ADV

Dated events

Occurred
Feb 27, 2024
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e24773d-865e-5caa-0011-a0766c13fa3a
First observed: Oct 17, 2018
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.