R••• C• H•••

Advisor at I••••• L••

FORT WAYNE, 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:662ed8b8-179b-4629-83c2-f6266d9dc6fb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 22, 2011 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: I••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••• L••	Independent wealth	Aug 13, 2018	n/a	yes	FORT WAYNE, IN	Current employment
P••• A••••• S••••••••• L••	Bd affiliated wealth	Dec 22, 2011	Aug 17, 2018	no	FT WAYNE, IN\|INDIANAPOLIS, IN\|LEO, IN\|FORT WAYNE, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••• A••••• S••••••••• L••	I••••• L••	Aug 17, 2018	Aug 13, 2018	-4	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ I••••• L••Registered adviserregistration: current employment
Aug 13, 2018 to presentfactForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Dec 22, 2011 to Aug 17, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:662ed8b8-179b-4629-83c2-f6266d9dc6fb
First observed: Dec 22, 2011
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.