DFX Intelligence

M••• R•••••• D•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor43 years in industry

M••• R•••••• D•••••

Advisor at I••••••••• A••••••• O• I••••••••• I••

I•••••••••, IN

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Search this name across graphsid dfx:ria:7c2bffbe-f3c5-2654-aeae-31282c689708

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 9, 1999 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••••••••• A••••••• O• I••••••••• I••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Mar 31, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• A••••••• O• I••••••••• I••	Former SEC adviser	Nov 2, 2015	n/a	yes	I•••••••••, IN	Current employment
I••••••••• A••••••• O• I••••••••• I••	Former SEC adviser	Feb 9, 1999	Dec 31, 2014	no	NOBLESVILLE, IN

Relationships

Registered with (1)

→ I••••••••• A••••••• O• I••••••••• I••Registered adviserregistration: previous registration
Feb 9, 1999 to Dec 31, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7c2bffbe-f3c5-2654-aeae-31282c689708
First observed: Feb 9, 1999
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.