DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Timothy Harmon Irwin
Feed of 09/15/2026
At current firm
5 y
since Feb 11, 2021
In the industry
25 y
since Oct 5, 2000 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wells Fargo Advisors wirehouse currentsince Feb 11, 2021 · Troy, Oh
- Nationwide Investment Advisors, LLC BD affiliatedMar 21, 2019 to Mar 10, 2020 · Columbus, Oh
- Meeder Asset Management, Inc. asset managerJan 5, 2018 to May 20, 2019 · Dublin, Oh
- Meeder Public Funds, Inc. institutionalJan 5, 2018 to May 20, 2019 · Dublin, Oh
- Montage Investments, LLC formerApr 15, 2015 to May 10, 2016 · Columbus, Oh
- Huntington Financial Advisors BD affiliatedApr 27, 2011 to Jul 12, 2013 · Columbus, Oh
- J.P. Morgan Investment Management Inc. asset managerMay 5, 2006 to Nov 10, 2009 · New York, Ny
- A. G. Edwards & Sons, Inc. unclassifiedJul 20, 2004 to Oct 3, 2005 · Columbus, Oh
Moves
a registration end followed by a registration begin elsewhere
- Nationwide Investment Advisors, LLC to Wells Fargo Advisorsleft Mar 10, 2020, registered Feb 11, 2021 (338 days) · Affiliated broker-dealer or bank to wirehouse
- Meeder Public Funds, Inc. to Nationwide Investment Advisors, LLCleft May 20, 2019, registered Mar 21, 2019 (-60 days) · Other
- Meeder Asset Management, Inc. to Meeder Public Funds, Inc.left May 20, 2019, registered Jan 5, 2018 (-500 days) · channel change inside one enterprise, not a move
- Montage Investments, LLC to Meeder Asset Management, Inc.left May 10, 2016, registered Jan 5, 2018 (605 days) · Other
- Huntington Financial Advisors to Montage Investments, LLCleft Jul 12, 2013, registered Apr 15, 2015 (642 days) · Other
- J.P. Morgan Investment Management Inc. to Huntington Financial Advisorsleft Nov 10, 2009, registered Apr 27, 2011 (533 days) · Other
- A. G. Edwards & Sons, Inc. to J.P. Morgan Investment Management Inc.left Oct 3, 2005, registered May 5, 2006 (214 days) · Other
Signals
No dated event on this person.
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address