RIA Intelligence

Title

President, Credent Wealth Managementreportedcredentwealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• C• I••••••••• L•• independent RIA current
  since Mar 29, 2018 · Auburn, In
• H•••• W••••• P••••••• former
  Jul 26, 2010 to Aug 15, 2018 · Auburn, In
• L•• F•••••••• L•• BD affiliated
  Sep 30, 2002 to Sep 17, 2010 · Auburn, In
• F•• A••••••• S••••••• I•• unclassified
  Jan 1, 2001 to Oct 4, 2002 · Auburn, In

• H•••• W••••• P••••••• to C• I••••••••• L••
  left Aug 15, 2018, registered Mar 29, 2018 (-139 days) · RIA to RIA · moved with a team
• L•• F•••••••• L•• to H•••• W••••• P•••••••
  left Sep 17, 2010, registered Jul 26, 2010 (-53 days) · Other
• F•• A••••••• S••••••• I•• to L•• F•••••••• L••
  left Oct 4, 2002, registered Sep 30, 2002 (-4 days) · Other

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

26derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address