L••••• E•• M•••

Advisor at D••• • P••••• I••••••••• M••••••••• C••

CHICAGO, 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:1b6825a9-aab5-7cae-6f59-39c5c70d6266

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 10, 2016 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: D••• • P••••• I••••••••• M••••••••• C••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D••• • P••••• I••••••••• M••••••••• C••	Asset manager	Jan 19, 2024	n/a	yes	CHICAGO, IL	Current employment
W•••••• B•••• • C•••••• L•••••	Bd affiliated wealth	Oct 10, 2016	Dec 15, 2023	no	CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••• B•••• • C•••••• L•••••	D••• • P••••• I••••••••• M••••••••• C••	Dec 15, 2023	Jan 19, 2024	35	Firm change	Other

Relationships

Registered with (2)

→ D••• • P••••• I••••••••• M••••••••• C••Registered adviserregistration: current employment
Jan 19, 2024 to presentfactForm ADV
→ W•••••• B•••• • C•••••• L•••••Registered adviserregistration: previous registration
Oct 10, 2016 to Dec 15, 2023factForm ADV

Dated events

Occurred
Dec 15, 2023
Advisor changed firm
L••••• E•• M••• left W•••••• B•••• • C•••••• L••••• for D••• • P••••• I••••••••• M••••••••• C•• (registered 2024-01-19)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1b6825a9-aab5-7cae-6f59-39c5c70d6266
First observed: Oct 10, 2016
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.