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M•••••• R•••••• G•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

M•••••• R•••••• G•••••••

Advisor at C•••••• P••••••• I••••••••• G•••• L••

C••••••, IL

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Search this name across graphsid dfx:ria:13163922-93f3-a7b5-c370-58ddea719ac5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 27, 2017 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: C•••••• P••••••• I••••••••• G•••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• P••••••• I••••••••• G•••• L••	Independent wealth	Jan 13, 2022	n/a	yes	C••••••, IL	Current employment
R••••••••• C••	Former SEC adviser	Dec 15, 2022	Mar 2, 2023	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
R••••••••• C••	n/a	Mar 2, 2023	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ C•••••• P••••••• I••••••••• G•••• L••Registered adviserregistration: previous registration
Mar 27, 2017 to Dec 31, 2021factForm ADV
→ R••••••••• C••Registered adviserregistration: previous registration
Dec 15, 2022 to Mar 2, 2023factForm ADV

Dated events

Occurred
Mar 2, 2023
Advisor departed, no destination yet
M•••••• R•••••• G••••••• no longer registered at R••••••••• C••; no later IA registration on IAPD
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:13163922-93f3-a7b5-c370-58ddea719ac5
First observed: Mar 27, 2017
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.