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T•••••• J• O••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor25 years in industry

T•••••• J• O••••••

Advisor at I••••••••• W••••• N••••••• I•••

URBANDALE, IA | Ft. Wayne, IN

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Search this name across graphsid dfx:ria:79bd980d-f65f-e067-0c15-925bc2e3b131

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 3, 2010 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••••••••• W••••• N••••••• I•••
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: Mar 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms

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
I••••••••• W••••• N••••••• I•••	I•••••••••_WEALTH	Feb 17, 2021	n/a	yes	URBANDALE, IA\|Ft. Wayne, IN	Current employment
L•••••• S•• I••••••••• A•••••••• L•••••	Bd affiliated wealth	Jan 29, 2013	Feb 17, 2021	no

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
L•••••• S•• I••••••••• A•••••••• L•••••	I••••••••• W••••• N••••••• I•••	Feb 17, 2021	Feb 17, 2021	0	Firm change	Ibd to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	L•••••• S•• I••••••••• A•••••••• L•••••	Dec 19, 2012

Relationships

Registered with (3)

→ I••••••••• W••••• N••••••• I•••Registered adviserregistration: current employment
Feb 17, 2021 to presentfactForm ADV
→ L•••••• S•• I••••••••• A•••••••• L•••••Registered adviserregistration: previous registration
Jan 29, 2013 to Feb 17, 2021factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Mar 3, 2010 to Dec 19, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:79bd980d-f65f-e067-0c15-925bc2e3b131
First observed: Mar 3, 2010
Last observed: Sep 14, 2026 8 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.