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RIA / WealthAdvisor14 years in industry

RYAN KENNEDY FONCANNON

Advisor at OLLIE GRANT PRIVATE WEALTH

EVANSVILLE, IN

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Search this name across graphsid dfx:ria:c71fe887-671e-2a3f-51b1-04ccfbe10286

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Aug 7, 2014 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: OLLIE GRANT PRIVATE WEALTH
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S65
First exam: Aug 2, 2014
First registration: Aug 7, 2014
Dual registered: no
IAPD individual key: 6381115

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OLLIE GRANT PRIVATE WEALTH	State registered	Oct 1, 2024	n/a	yes	EVANSVILLE, IN	Current employment
PEACE OF MIND WEALTH MANAGEMENT	Former SEC adviser	Apr 5, 2022	Dec 7, 2022	no	BRIGHTON, MI\|EVANSVILLE, IN	Previous registration
ELITE INVESTMENT TEAM LLC	Former SEC adviser	Dec 13, 2018	Dec 31, 2020	no	Evansville, IN\|SAN DIEGO, CA\|Evansville, IN	Previous registration
COPPELL ADVISORY SOLUTIONS LLC	Independent wealth	Oct 31, 2017	Jan 3, 2025	no	Evansville, IN	Previous registration
HORTER INVESTMENT MANAGEMENT, LLC	Independent wealth	Aug 7, 2014	Oct 19, 2017	no	EVANSVILLE, IN\|EVANSVILLE, IN\|CINCINNATI, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COPPELL ADVISORY SOLUTIONS LLC	ELITE INVESTMENT TEAM LLC	Jan 3, 2025	Dec 13, 2018	-2,213	Firm change after gap	Other
PEACE OF MIND WEALTH MANAGEMENT	OLLIE GRANT PRIVATE WEALTH	Dec 7, 2022	Oct 1, 2024	664	Firm change after gap	RIA to state RIA
ELITE INVESTMENT TEAM LLC	PEACE OF MIND WEALTH MANAGEMENT	Dec 31, 2020	Apr 5, 2022	460	Firm change after gap	RIA to RIA
HORTER INVESTMENT MANAGEMENT, LLC	COPPELL ADVISORY SOLUTIONS LLC	Oct 19, 2017	Oct 31, 2017	12	Firm change	Other

Relationships

Registered with (5)

→ OLLIE GRANT PRIVATE WEALTHRegistered adviserregistration: current employment
Oct 1, 2024 to presentfactForm ADV
→ COPPELL ADVISORY SOLUTIONS LLCRegistered adviserregistration: previous registration
Oct 31, 2017 to Jan 3, 2025factForm ADV
→ PEACE OF MIND WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 5, 2022 to Dec 7, 2022factForm ADV
→ ELITE INVESTMENT TEAM LLCRegistered adviserregistration: previous registration
Dec 13, 2018 to Dec 31, 2020factForm ADV
→ HORTER INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 7, 2014 to Oct 19, 2017factForm ADV

Dated events

Occurred
Jan 3, 2025
Advisor changed firm
Ryan Kennedy Foncannon left Coppell Advisory Solutions Llc for Elite Investment Team Llc (registered 2018-12-13)
Form ADVobserved 5 days ago
Occurred
Dec 7, 2022
Advisor changed firm
Ryan Kennedy Foncannon left Peace Of Mind Wealth Management for Ollie Grant Private Wealth (registered 2024-10-01)
Form ADVobserved 5 days ago