DFX Intelligence

W•••••• M•••••• V•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor16 years in industry

W•••••• M•••••• V•••

Advisor at I•••••••• W••••• A•••••••

GRANGER, IN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 31, 2020 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: I•••••••• W••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 1, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•••••••• W••••• A•••••••	State registered	Feb 21, 2023	n/a	yes	GRANGER, IN	Current employment
S••••••••• A•••••• A•••••••• I•••	Former SEC adviser	Jan 31, 2020	Feb 24, 2023	no	JACKSONVILLE, FL\|JACKSONVILLE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••••• A•••••• A•••••••• I•••	I•••••••• W••••• A•••••••	Feb 24, 2023	Feb 21, 2023	-3	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ I•••••••• W••••• A•••••••Registered adviserregistration: current employment
Feb 21, 2023 to presentfactForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 31, 2020 to Feb 24, 2023factForm ADV

Dated events

Order

Occurred
24 Feb 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 31, 2020
Last observed: Sep 14, 2026 10 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.