DFX Intelligence

RIA Intelligence

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This advisor's name

Career history, every move, licensing and registration changes, outside business activity and the contact routes the firm publishes, each with the official record linked.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

A Financial Advisor In Ohio

Registered advisorat Fike Advisors, LLCIA-only· Wooster, OhIAPD 8120382
At current firm
1 y
since Jul 7, 2025
In the industry
1.3 y
Prior registered firms
0
Signals
0
As of · the IAPD feed
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Recruiter brief
facts first, then what DFX measured about them; never a statement of intent
  • Early career (1.3 years in the industry): movement readings for new entrants mostly reflect trainee churn.
Recruiting value
  • Practice attractivenessnotable
    team book $100M to $250M (team level observed)
  • Team depthnone
    0 of the 0 people who once moved firms with this advisor are registered here now (a team seen in registrations; web team pages are not used until they pass review).
  • Entrepreneurial profilenone
    Named in the full brief.
  • Real estate activitynone
    Named in the full brief.
  • Contactabilitypartial
    firm contact form or inbox
Movement evidence
  • Movement signalnone
    0 of 0 dated or circumstantial readings historically went with moving. The forward-tested move model places this advisor in its Baseline band. Early-career bands mostly reflect trainee churn.
  • Recent change activitynone
    Named in the full brief.
  • Independence preparationnone
    No concrete evidence of preparation for independence.
  • Historical mobilitynone
    0 prior firms.
Career
  • 1.3 years in the industry
  • 1.2 years at the current firm
  • 0 prior registered firms
  • Team book $100M to $250M (team level observed)
Source: IAPD adviser registrations only (broker-only history is not in this feed)
Licensing and credentials
  • Registered in 1 state (firm median 1)
  • Exams: Series 65
Source: IAPD individual feed; broker exams and states appear once the per-person record is read
Around this advisor
  • No recent movement observed around this advisor.
Regulatory record

In the full brief, with the official record linked.

+4 details in the full brief

The named explanations, the practice profile, what stands out and the conversation themes, with the official record linked.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Registration history
IAPD current and previous registrations
    Moves
    a registration end followed by a registration begin elsewhere
    No firm change on the tape.
    Signals
    No dated event on this person.
    Transition signals

    Mobility scoring is not published yet.

    Provenance
    Source
    IAPD individual compilation feedreportedadviserinfo.sec.gov
    Firm class
    STATE REGISTEREDderived
    Years in industry
    1.3 yderivedfrom the earlier of the first exam and the first registration on IAPD
    Not published
    disclosure flags, the raw outside business text and any address in it, personal outside activities, branch street addressoutside businesses appear above as structured facts, reviewed, with a short quote