DFX Intelligence
Reading the graph
Reading the graph
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Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Fort Wayne, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | Bd affiliated wealth | Dec 16, 2024 | n/a | yes | Fort Wayne, IN | Current employment |
| L•••••••• T••••••• A•••• M••••••••• I•• | Other adviser | Nov 5, 2024 | Dec 16, 2024 | no | NEW YORK, NY|NEW YORK, NY|FORT WAYNE, IN |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| L•••••••• T••••••• A•••• M••••••••• I•• | R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | Dec 16, 2024 | Dec 16, 2024 | 0 | Firm change | RIA to ibd |
| O•••• F•• I••• | L•••••••• T••••••• A•••• M••••••••• I•• | Nov 8, 2024 | Nov 5, 2024 |
| O•••• F•• I••• | Former SEC adviser | May 16, 2016 | Nov 8, 2024 | no | FORT WAYNE, IN | Previous registration |
| P•• W••••• M••••••••• | Bd affiliated wealth | Aug 23, 2013 | Apr 11, 2016 | no | BLUFFTON, IN|FORT WAYNE, IN | Previous registration |
| E••••• J•••• | National bd RIA | Nov 13, 2012 | Jul 25, 2013 | no | ST LOUIS, MO|BLUFFTON, IN|DECATUR, IN | Previous registration |
| -3 |
| Channel change |
| Ibd to RIA |
| P•• W••••• M••••••••• | O•••• F•• I••• | Apr 11, 2016 | May 16, 2016 | 35 | Firm change | Other |
| E••••• J•••• | P•• W••••• M••••••••• | Jul 25, 2013 | Aug 23, 2013 | 29 | Firm change | Other |