B••••••• C•••••

Advisor at H•••••••• P••••••• P•••••••

Forest Park, IL | DOWNERS GROVE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1a1729c4-c7f7-be59-7d4f-8af5cd067717

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 14, 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: H•••••••• P••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 10, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••••••• P••••••• P•••••••	Independent wealth	Sep 20, 2023	n/a	yes	DOWNERS GROVE, IL\|Forest Park, IL	Current employment
E••••• J••••	National bd RIA	May 30, 2019	Aug 11, 2023	no	Arlington Heights, IL\|FOREST PARK, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	H•••••••• P••••••• P•••••••	Aug 11, 2023	Sep 20, 2023	40	Firm change	Ibd to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	E••••• J••••	Apr 29, 2019	May 30, 2019

Relationships

Registered with (6)

→ H•••••••• P••••••• P•••••••Registered adviserregistration: current employment
Sep 20, 2023 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
May 30, 2019 to Aug 11, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 27, 2017 to Apr 29, 2019factForm ADV
→ C••••• I••••••••• A••••••• L••

Dated events

Occurred
Aug 11, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a1729c4-c7f7-be59-7d4f-8af5cd067717
First observed: Feb 14, 2012
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.