DFX Intelligence

A••••• K••• E•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

A••••• K••• E•••••••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

Hillsboro, IL

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Search this name across graphsid dfx:ria:146662ec-0c6d-81d7-b13c-c7a53e1895c9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 15, 2006 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•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Jun 1, 2020	n/a	yes	Hillsboro, IL	Current employment
V••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Feb 15, 2006	Jun 8, 2020	no	HILLSBORO, IL\|HILLSBORO, IL\|CEDAR RAPIDS, IA\|DES MOINES, IA\|LAKE ST. LOUIS, MO\|MARINETTE, WI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••• F•••••••• A•••••••• I•••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Jun 8, 2020	Jun 1, 2020	-7	Firm change	Ibd to ibd

Team moves

••• Locked

Team	Left	Joined	From	Kind
2882:134139:WI:2020-06-08	Jun 8, 2020	Jun 1, 2020	MARINETTE, WI	Firm change

Relationships

Registered with (2)

→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Jun 1, 2020 to presentfactForm ADV
→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Feb 15, 2006 to Jun 8, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:146662ec-0c6d-81d7-b13c-c7a53e1895c9
First observed: Feb 15, 2006
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.