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

FEDERATED INVESTMENT COUNSELING

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 22, 1993earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

16derivedfrom the current registration's begin date

Prior firms

1

Current registrations

4

Registered states

5

Exams

S63|S66

First exam

Oct 22, 1993

First registration

Jun 27, 2007

Dual registered

yes, broker-dealer

IAPD individual key

2304467

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c687f2a9-8bd7-7a9a-ef86-0fd9b62d103d

First observed

Jun 27, 2007

Last observed

Sep 15, 2026 5 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.