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.

Firm class

state registeredderivedon the IAPD state feed, not SEC-registered

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

CRD

121717

Filings on the tape

1

First filed

Mar 21, 2015

Latest filed

Mar 21, 2015

Organised

Sole Proprietorship, IN

Website

warrenwardcfp.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:524ea6a0-39c6-9e0e-5cf2-535d63a02aa0

First observed

Mar 21, 2015

Last observed

Mar 21, 2015 140 months ago

Source families

Federal regulator filings

3 registered feeds 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.