J••• A• D•••••

Advisor at M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

••• Locked

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphs

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 1:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jun 12, 2008 to Sep 19, 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: M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: May 30, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Oct 14, 2021	n/a	yes	ANN ARBOR, MI\|INDIANAPOLIS, IN\|Indianapolis, IN\|SOUTH BEND, IN	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Mar 12, 2019	Oct 1, 2021	no	CARMEL, IN

Moves

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From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Oct 1, 2021	Oct 14, 2021	13	Firm change	Ibd to wirehouse
O••••••••• S••••••••• I•••	O•••• W•••••• I•••	Mar 13, 2019	Mar 12, 2019

Relationships

Registered with (7)

→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: current employment
Oct 14, 2021 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Mar 12, 2019 to Oct 1, 2021factForm ADV
→ O••••••••• S••••••••• I•••Registered adviserregistration: previous registration
Dec 11, 2017 to Mar 13, 2019factForm ADV
→ E••••• J••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 12, 2008
Last observed: Sep 19, 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.