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RIA / WealthAdvisor19 years in industry

LANCE DEE CHERRY

Advisor at MARKOWSKI INVESTMENTS

Murray, KY

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Search this name across graphsid dfx:ria:7263ecff-c4f8-5d00-21ec-8cf7cd2c2130

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 4, 2013 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: MARKOWSKI INVESTMENTS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 6, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jun 6, 2007
First registration: Mar 4, 2013
Dual registered: no
IAPD individual key: 5274747

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MARKOWSKI INVESTMENTS	Independent wealth	Apr 11, 2019	n/a	yes	Murray, KY	Current employment
TRUTH OF INVESTING LLC	Former SEC adviser	Feb 13, 2019	Apr 11, 2019	no	MURRAY, KY	Previous registration
TRUTH OF INVESTING LLC	Former SEC adviser	Sep 27, 2018	Dec 31, 2018	no	Murray, KY	Previous registration
SIMPLYRIA ADVISOR NETWORK	Independent wealth	Nov 14, 2016	Sep 27, 2018	no	Murray, KY\|BRIGHTON, MI	Previous registration
CURIAN CAPITAL, LLC	Former SEC adviser	Mar 4, 2013	Mar 29, 2016	no	DENVER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRUTH OF INVESTING LLC	MARKOWSKI INVESTMENTS	Apr 11, 2019	Apr 11, 2019	0	Firm change	RIA to RIA
SIMPLYRIA ADVISOR NETWORK	TRUTH OF INVESTING LLC	Sep 27, 2018	Sep 27, 2018	0	Firm change	RIA to RIA
CURIAN CAPITAL, LLC	SIMPLYRIA ADVISOR NETWORK	Mar 29, 2016	Nov 14, 2016	230	Firm change	Other

Relationships

Registered with (4)

→ MARKOWSKI INVESTMENTSRegistered adviserregistration: current employment
Apr 11, 2019 to presentfactForm ADV
→ TRUTH OF INVESTING LLCRegistered adviserregistration: previous registration
Feb 13, 2019 to Apr 11, 2019factForm ADV
→ SIMPLYRIA ADVISOR NETWORKRegistered adviserregistration: previous registration
Nov 14, 2016 to Sep 27, 2018factForm ADV
→ CURIAN CAPITAL, LLCRegistered adviserregistration: previous registration
Mar 4, 2013 to Mar 29, 2016factForm ADV

Dated events

No dated event names this entity yet.