Hey Ed.
The problem you are running into is that for InfoPath's default functionality in regards to a database form to be enabled it must be created as a database type form initially.
The limitations are any secondary data connection to a database directly can only receive data and has no way of querying the data. It is all loaded and you must filter for what you specifically need. This often causes problems because the tables can be very large and you may only need a row or two of data and the performance can really suffer.
Otherwise if you create a database form template as a new template. You get one primary data connection which can query and submit, but only one table or group of related tables. This is often an issue since you want to query a table other than your main data or you want to submit to several tables.
The solution is to use webservices. Our Database Accelerator has web services which can both submit to and query multiple tables. Also in your case it includes an Active Directory service which you can use to identify each user automatically when the form loads. it can also look up others by their username.
You should be able to do what you are attempting by creating a secondary data connection, which will load all of the data from your table. Then use a filter on the name field in your form that says it should be equal to the name field from your secondary DC filtered by accountID = your drop down or what was entered.