M••••• W•••

Advisor at E•••••••• C•••••• M••••••••• L••

FISHERS, 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:62d1cf20-2704-aa5b-c50e-24d71973bd82

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 18, 2012 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: E•••••••• C•••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 17, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• C•••••• M••••••••• L••	State registered	Aug 8, 2014	n/a	yes	FISHERS, IN	Current employment
I••••• F•••••••• C•••••••••	n/a	Jul 18, 2012	Jul 22, 2014	no	FISHERS, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••• F•••••••• C•••••••••	E•••••••• C•••••• M••••••••• L••	Jul 22, 2014	Aug 8, 2014	17	Firm change	Other

Relationships

Registered with (2)

→ E•••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Aug 8, 2014 to presentfactForm ADV
→ I••••• F•••••••• C•••••••••Registered adviserregistration: previous registration
Jul 18, 2012 to Jul 22, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:62d1cf20-2704-aa5b-c50e-24d71973bd82
First observed: Jul 18, 2012
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.