DFX Intelligence

G••• R••••• Z•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor25 years in industry

G••• R••••• Z•••••

Advisor at A•••• T••• A•••• M••••••••• L••

FORT WAYNE, IN

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Search this name across graphsid dfx:ria:661845e1-9355-78a5-d7dc-37e519f75136

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jun 1, 2001 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: A•••• T••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 8, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• T••• A•••• M••••••••• L••	Independent wealth	Dec 14, 2023	n/a	yes	FORT WAYNE, IN	Current employment
M••••• Z••••• F•••••••• G••••	n/a	Jan 28, 2010	Dec 31, 2023	no	HAMILTON, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• Z••••• F•••••••• G••••	A•••• T••• A•••• M••••••••• L••	Dec 31, 2023	Dec 14, 2023	-17	Firm change	Other
S•• A•••••••• I•••	M••••• Z••••• F•••••••• G••••	Feb 8, 2010	Jan 28, 2010

Team moves

••• Locked

Team	Left	Joined	From	Kind
152627:298437:IN:2023-12-31	Dec 31, 2023	Dec 14, 2023	HAMILTON, IN	Firm change

Relationships

Registered with (6)

→ A•••• T••• A•••• M••••••••• L••Registered adviserregistration: current employment
Dec 14, 2023 to presentfactForm ADV
→ M••••• Z••••• F•••••••• G••••Registered adviserregistration: previous registration
Jan 28, 2010 to Dec 31, 2023factForm ADV
→ S•• A•••••••• I•••Registered adviserregistration: previous registration
Jun 11, 2007 to Feb 8, 2010factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:661845e1-9355-78a5-d7dc-37e519f75136
First observed: Jun 1, 2001
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.