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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

N••••••• J•••••• D•••••

A••••••• I••••••••• A•••••••• L••institutionalBrownsburg, In dual registrantIAPD 7208798

Feed of 09/14/2026

Also filed as N••••••• Paz Soldan

At current firm

1 y

since May 22, 2025

In the industry

11 y

since Jun 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

A••••••• I••••••••• A•••••••• L•• institutional current
since May 22, 2025 · Brownsburg, In
J••• M••••• S••••••••• L•• wirehouse
Oct 20, 2023 to Jan 3, 2025 · Zionsville, In
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Dec 21, 2022 to Sep 18, 2023 · Indianapolis, In
J••• M••••• S••••••••• L•• wirehouse
May 29, 2020 to Nov 15, 2022 · Zionsville, In

Moves

a registration end followed by a registration begin elsewhere

J••• M••••• S••••••••• L•• to A••••••• I••••••••• A•••••••• L••
left Jan 3, 2025, registered May 22, 2025 (139 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to J••• M••••• S••••••••• L••
left Sep 18, 2023, registered Oct 20, 2023 (32 days) · Wirehouse to wirehouse
J••• M••••• S••••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Nov 15, 2022, registered Dec 21, 2022 (36 days) · Wirehouse to wirehouse

Signals

N••••••• J•••••• D••••• left J••• M••••• S••••••••• L•• for A••••••• I••••••••• A•••••••• L•• (registered 2025-05-22)
Jan 3, 2025 · Advisor changed firm · fact
N••••••• J•••••• D••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L•• (registered 2023-10-20)
Sep 18, 2023 · Advisor changed firm · fact
N••••••• J•••••• D••••• left J••• M••••• S••••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2022-12-21)
Nov 15, 2022 · Advisor changed firm · fact

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: Institutional managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address