This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Also named here, with no published line of their own (reach them through the firm): Danielle Smith (Administrative Operations Analyst, Adeptus Advisors Group, LLC), Florencio Gonzalez (Office Manager, Adeptus Advisors Group, LLC), Deborah Doyle (Office Manager, Adeptus Advisors Group, LLC), Jennifer Buckley (Helpdesk Manager, Adeptus Advisors Group, LLC), James Walker (Director, Adeptus Advisors Group, LLC), Deana Mullaney (Director, Adeptus Advisors Group, LLC), Don Janssen (Sr. Director, Adeptus Advisors Group, LLC), Antony Gordon (Managing Director, Adeptus Advisors Group, LLC), Cindy Wronko (Chief Financial Officer, Adeptus Advisors Group, LLC), Carol Ramondo (Chief People Officer, Adeptus Advisors Group, LLC), Olivia Zito (Manager, Adeptus Advisors Group, LLC), Scott Woessner (Senior Account Manager, Adeptus Advisors Group, LLC).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Graph

Family Offices

Canonical id

dfx:fo:5b04c99c-1dc3-4d2a-8a3c-6ae764b87691

First observed

n/a

Last observed

n/a : not yet measured

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.