DFX Intelligence

F••• K••• B•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor36 years in industry

F••• K••• B•••••••

Advisor at C•••••• A•••••• N••••••

Jasper, IN | LAFAYETTE, IN

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Search this name across graphsid dfx:ria:4fc81c5c-7225-c457-a934-02e0e2ba3a34

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jul 31, 2020 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: C•••••• A•••••• N••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• A•••••• N••••••	Independent wealth	Jan 6, 2026	n/a	yes	LAFAYETTE, IN\|Jasper, IN	Current employment
F••••• W••••• P••••••• P•••••••	Independent wealth	Dec 15, 2023	Dec 20, 2023	no	LOUISVILLE, KY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• A•••••• N••••••	F••••• W••••• P••••••• P•••••••	Dec 31, 2025	Dec 15, 2023	-747	Firm change after gap	RIA to RIA
F••••• W••••• P••••••• P•••••••	C•••••• A•••••• N••••••	Dec 20, 2023	Jan 6, 2026

Relationships

Registered with (2)

→ C•••••• A•••••• N••••••Registered adviserregistration: previous registration
Jul 31, 2020 to Dec 31, 2025factForm ADV
→ F••••• W••••• P••••••• P•••••••Registered adviserregistration: previous registration
Dec 15, 2023 to Dec 20, 2023factForm ADV

Dated events

Occurred
Dec 31, 2025
A•••••• firm change
F••• K••• B••••••• left C•••••• A•••••• N•••••• for F••••• W••••• P••••••• P••••••• (registered 2023-12-15)
Form ADVobserved 7 days ago
Occurred
Dec 20, 2023
A•••••• firm change
F••• K••• B••••••• left F••••• W••••• P••••••• P••••••• for C•••••• A•••••• N•••••• (registered 2026-01-06)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4fc81c5c-7225-c457-a934-02e0e2ba3a34
First observed: Jul 31, 2020
Last observed: Sep 14, 2026 8 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.