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Advisor at P•• W••••• M•••••••••
NOBLESVILLE, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| P•• W••••• M••••••••• | Bd affiliated wealth | Mar 4, 2026 | n/a | yes | NOBLESVILLE, IN|NOBLESVILLE, IN | Current employment |
| S••••• W••••• A•••••••• I••• | No RAUM reported | Jun 28, 2021 | Jan 28, 2026 | no | INDIANAPOLIS, IN |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| S••••• W••••• A•••••••• I••• | P•• W••••• M••••••••• | Jan 28, 2026 | Mar 4, 2026 | 35 | Firm change | Other |
| C••• B•••••••• S•••••••• I••• | S••••• W••••• A•••••••• I••• | Apr 29, 2021 | Jun 28, 2021 |
| C••• B•••••••• S•••••••• I••• | Former SEC adviser | May 19, 2020 | Apr 29, 2021 | no | GURNEE, IL|WAVERLY, IA | Previous registration |
| L•• F•••••••• L•• | Bd affiliated wealth | May 16, 2018 | May 7, 2020 | no | BLOOMFIELD, IN|Bloomfield, IN|AMBRIDGE, PA|CARMEL, IN|SEYMOUR, IN|LYONS, IN|GREENWOOD, IN|OAKTOWN, IN|BLOOMINGTON, IN|LINTON, IN|BLOOMINGTON, IN|JASONVILLE, IN|BLOOMFIELD, IN|MITCHELL, IN|BLOOMINGTON, IN|FISHERS, IN | Previous registration |
| C••• B•••••••• S•••••••• I••• | Former SEC adviser | Jan 5, 2015 | May 10, 2018 | no | Bloomington, IN|Waverly, IA|Odon, IN | Previous registration |
| P•• W••••• M••••••••• | Bd affiliated wealth | Jun 28, 2011 | Dec 16, 2014 | no | INDIANAPOLIS, IN|INDIANAPOLIS, IN|INDIANAPOLIS, IN|CARMEL, IN|INDIANAPOLIS, IN|INDIANAPOLIS, IN|ANDERSON, IN|ANDERSON, IN|CARMEL, IN|INDIANAPOLIS, IN | Previous registration |
| E••••• J•••• | National bd RIA | Mar 2, 2009 | Jan 14, 2011 | no | FISHERS, IN|CARMEL, IN|ST LOUIS, MO|ZIONSVILLE, IN | Previous registration |
| 60 |
| Firm change |
| Other |
| L•• F•••••••• L•• | C••• B•••••••• S•••••••• I••• | May 7, 2020 | May 19, 2020 | 12 | Firm change | Ibd to ibd |
| C••• B•••••••• S•••••••• I••• | L•• F•••••••• L•• | May 10, 2018 | May 16, 2018 | 6 | Firm change | RIA to RIA |
| P•• W••••• M••••••••• | C••• B•••••••• S•••••••• I••• | Dec 16, 2014 | Jan 5, 2015 | 20 | Firm change | Other |
| E••••• J•••• | P•• W••••• M••••••••• | Jan 14, 2011 | Jun 28, 2011 | 165 | Firm change | Other |