B•••••• M•••••

Advisor at G•••••••• R•••••••• I•••

CHICAGO, IL

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Search this name across graphsid dfx:ria:0ac75269-f250-e467-157b-f7cd47f5edec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 24, 2012 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: G•••••••• R•••••••• I•••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Nov 29, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••••• R•••••••• I•••	Asset manager	Jan 20, 2023	n/a	yes	CHICAGO, IL	Current employment
B••• S••••••••• L••	Former SEC adviser	Dec 5, 2014	Aug 3, 2020	no	CHICAGO, IL\|RICHMOND, VA\|CHICAGO, IL\|CHARLOTTE, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••• S••••••••• L••	G•••••••• R•••••••• I•••	Aug 3, 2020	Jan 20, 2023	900	Firm change after gap	Other
B• C• Z•••••• A•• C••••••	B••• S••••••••• L••	Nov 20, 2014	Dec 5, 2014

Relationships

Registered with (3)

→ G•••••••• R•••••••• I•••Registered adviserregistration: current employment
Jan 20, 2023 to presentfactForm ADV
→ B••• S••••••••• L••Registered adviserregistration: previous registration
Dec 5, 2014 to Aug 3, 2020factForm ADV
→ B• C• Z•••••• A•• C••••••Registered adviserregistration: previous registration
Jan 24, 2012 to Nov 20, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0ac75269-f250-e467-157b-f7cd47f5edec
First observed: Jan 24, 2012
Last observed: Sep 14, 2026 8 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.