DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

A••••• J••••• T••••

Advisor at T•••• • T•••• F•••••••• A••••••• S•••••••• L•••••

Zionsville, IN

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Search this name across graphsid dfx:ria:a2ace42c-fe94-dac6-3d55-fbecd24ab815

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 19, 2002 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: T•••• • T•••• F•••••••• A••••••• S•••••••• L•••••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: May 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 22derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••• • T•••• F•••••••• A••••••• S•••••••• L•••••	Former SEC adviser	Sep 15, 2004	n/a	yes	Zionsville, IN	Current employment
I••••••• F•••••••• P••••••• G••••• L••	Independent wealth	Aug 19, 2002	Dec 31, 2004	no	INDIANAPOLIS, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••• F•••••••• P••••••• G••••• L••	T•••• • T•••• F•••••••• A••••••• S•••••••• L•••••	Dec 31, 2004	Sep 15, 2004	-107	Firm change after gap	Other

Relationships

Registered with (2)

→ T•••• • T•••• F•••••••• A••••••• S•••••••• L•••••Registered adviserregistration: current employment
Sep 15, 2004 to presentfactForm ADV
→ I••••••• F•••••••• P••••••• G••••• L••Registered adviserregistration: previous registration
Aug 19, 2002 to Dec 31, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a2ace42c-fe94-dac6-3d55-fbecd24ab815
First observed: Aug 19, 2002
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.