DFX Intelligence

J••••••• A••• M••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

J••••••• A••• M••••••••

Advisor at P••••••• F••••••••

FORT WAYNE, IN

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Search this name across graphsid dfx:ria:4bacc04c-6c09-7d55-cd0b-caa854056fde

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 14, 2011 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: P••••••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• F••••••••	Independent wealth	Nov 18, 2017	n/a	yes	FORT WAYNE, IN	Current employment
W•••• F•••• A•••••••	Wirehouse	Dec 14, 2011	Jun 22, 2017	no	FORT WAYNE, IN\|DULUTH, MN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	P••••••• F••••••••	Jun 22, 2017	Nov 18, 2017	149	Firm change	Other

Relationships

Registered with (2)

→ P••••••• F••••••••Registered adviserregistration: current employment
Nov 18, 2017 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Dec 14, 2011 to Jun 22, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4bacc04c-6c09-7d55-cd0b-caa854056fde
First observed: Dec 14, 2011
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.