T•••••• A• G•••

Advisor at M••• C•••••• A•••••••

INDIANAPOLIS, 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:5c3f117b-69aa-6518-f0db-9e9c9dd456d8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 9, 2000 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: M••• C•••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 8, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom 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
M••• C•••••• A•••••••	Independent wealth	Aug 19, 2024	n/a	yes	INDIANAPOLIS, IN	Current employment
V•••• F•••••••• A•••••••• L••	Independent wealth	Mar 15, 2007	May 23, 2024	no	CARMEL, IN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•••• F•••••••• A•••••••• L••	M••• C•••••• A•••••••	May 23, 2024	Aug 19, 2024	88	Firm change	RIA to RIA
A••••• W••••• A•••••••• I•••	V•••• F•••••••• A•••••••• L••	Jan 18, 2007	Mar 15, 2007

Relationships

Registered with (3)

→ M••• C•••••• A•••••••Registered adviserregistration: current employment
Aug 19, 2024 to presentfactForm ADV
→ V•••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 15, 2007 to May 23, 2024factForm ADV
→ A••••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Feb 9, 2000 to Jan 18, 2007factForm ADV

Dated events

Occurred
May 23, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5c3f117b-69aa-6518-f0db-9e9c9dd456d8
First observed: Feb 9, 2000
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.