DFX Intelligence

R••• D••••• F•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

R••• D••••• F•••

Advisor at A••• F•••••••• G••••• L••

Denver, CO | VILLA PARK, IL

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Search this name across graphsid dfx:ria:0fceea72-400a-3657-1a82-0270a403ac18

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 2, 2019 to Sep 15, 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: A••• F•••••••• G••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 9, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••• F•••••••• G••••• L••	State registered	Nov 18, 2021	n/a	yes	Denver, CO\|VILLA PARK, IL	Current employment
C•••••• F•••••••• G••••	n/a	Jan 2, 2019	Dec 31, 2019	no	CHICAGO, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• F•••••••• G••••	A••• F•••••••• G••••• L••	Dec 31, 2019	Nov 18, 2021	688	Firm change after gap	Other

Relationships

Registered with (2)

→ A••• F•••••••• G••••• L••Registered adviserregistration: current employment
Nov 18, 2021 to presentfactForm ADV
→ C•••••• F•••••••• G••••Registered adviserregistration: previous registration
Jan 2, 2019 to Dec 31, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0fceea72-400a-3657-1a82-0270a403ac18
First observed: Jan 2, 2019
Last observed: Sep 15, 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.