DFX Intelligence
Reading the graph
Reading the graph
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Advisor at I•••••• A•••••••• L••
MERIDIAN, ID | Eureka, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| I•••••• A•••••••• L•• | Independent wealth | Aug 12, 2025 | n/a | yes | Eureka, IL|MERIDIAN, ID | Current employment |
| A••••• F•••••••• P•••••••• I••• | Independent wealth | Jun 24, 2013 | Aug 19, 2025 | no | DAVENPORT, IA|PEORIA, IL|East Peoria, IL|EUREKA, IL|DOWNERS GROVE, IL |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| A••••• F•••••••• P•••••••• I••• | I•••••• A•••••••• L•• | Aug 19, 2025 | Aug 12, 2025 | -7 | Firm change | RIA to RIA |
| B•••••• F••••• • C•••••• F•••••••• S•••••••• I••• | A••••• F•••••••• P•••••••• I••• | Jun 24, 2013 | Jun 24, 2013 |
| B•••••• F••••• • C•••••• F•••••••• S•••••••• I••• | Bd affiliated wealth | Mar 2, 2004 | Jun 24, 2013 | no | PEORIA, IL|ST LOUIS, MO|ST LOUIS, MO|PEORIA, IL | Previous registration |
| B••• O•• S••••••••• C••••••••• | n/a | Dec 20, 2002 | Apr 12, 2004 | no | PEORIA, IL | Previous registration |
| 0 |
| Firm change |
| Other |
| B••• O•• S••••••••• C••••••••• | B•••••• F••••• • C•••••• F•••••••• S•••••••• I••• | Apr 12, 2004 | Mar 2, 2004 | -41 | Firm change after gap | Other |