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.

Current firm

FAMILY INVESTMENT CENTER

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

Apr 21, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S63

First exam

Apr 21, 1992

First registration

Jan 21, 2016

Dual registered

no

IAPD individual key

2230266

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c5f88dfc-80ec-3996-188e-37e83fe0e2f0

First observed

Jan 21, 2016

Last observed

Sep 14, 2026 6 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.