DFX Intelligence

C••••••••• J••• G••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner35 years in industry

C••••••••• J••• G••••••

Advisor at F•••• F•••••••• M••••••••• L•

LOMBARD, IL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 10, 1998 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: F•••• F•••••••• M••••••••• L•
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 23, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• F•••••••• M••••••••• L•	Independent wealth	Aug 23, 2012	n/a	yes	LOMBARD, IL	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Jun 10, 1998	May 8, 2012	no	LOMBARD, IL\|SCHAUMBURG, IL\|DOWNERS GROVE, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	F•••• F•••••••• M••••••••• L•	May 8, 2012	Aug 23, 2012	107	Firm change	Other

Relationships

Registered with (2)

→ F•••• F•••••••• M••••••••• L•Registered adviserregistration: current employment
Aug 23, 2012 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 10, 1998 to May 8, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 10, 1998
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.