DFX Intelligence

M•••••• J••••• S••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

M•••••• J••••• S••••••

Advisor at F•• F•••••••• A•••••••• L••

INDIANAPOLIS, IN

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Search this name across graphsid dfx:ria:b7222e2e-57e1-f542-ef51-76534bb78cd0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: May 1, 2003 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

M•••••• J••••• S••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: F•• F•••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 14, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•• F•••••••• A•••••••• L••	Independent wealth	May 11, 2016	n/a	yes	INDIANAPOLIS, IN	Current employment
O••••• F•••••••• G••••• L••	Independent wealth	Dec 14, 2004	May 4, 2016	no	CARMEL, IN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••• F•••••••• G••••• L••	F•• F•••••••• A•••••••• L••	May 4, 2016	May 11, 2016	7	Firm change	Other
E•••• • Y•••• I••••••••• A••••••• L••	O••••• F•••••••• G••••• L••	Sep 20, 2004	Dec 14, 2004

Relationships

Registered with (3)

→ F•• F•••••••• A•••••••• L••Registered adviserregistration: current employment
May 11, 2016 to presentfactForm ADV
→ O••••• F•••••••• G••••• L••Registered adviserregistration: previous registration
Dec 14, 2004 to May 4, 2016factForm ADV
→ E•••• • Y•••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
May 1, 2003 to Sep 20, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b7222e2e-57e1-f542-ef51-76534bb78cd0
First observed: May 1, 2003
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.