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.

Current firm

FOSTER & MOTLEY INC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Consultant|Chartered Financial Analyst

Exams

S63

First exam

Nov 3, 2025

First registration

Jul 21, 2025

Dual registered

no

Other names

IRENE AY-LUEN TSAI

IAPD individual key

5985830

• Occurred

  Apr 28, 2026
  Advisor changed firm

  Irene Ay-Luen Tsai left Fort Washington Investment Advisors Inc for Foster & Motley Inc (registered 2026-06-01)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4f2f3236-8eef-0e64-fd39-6ebdd19d61d8

First observed

Jul 21, 2025

Last observed

Sep 14, 2026 4 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.