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Advisor at 401KLOGIC LLC
WHEATON, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| 401KLOGIC LLC | State registered | Oct 3, 2024 | n/a | yes | WHEATON, IL | Current employment |
| TRAC ASSET MANAGEMENT LLC | State registered | Apr 8, 2016 | Oct 16, 2023 | no | WINNETKA, IL|Winnetka, IL|Winnetka, IL|OAK BROOK, IL | Previous registration |
| KENILWORTH ASSET MANAGEMENT, LLC | Former SEC adviser | May 21, 2013 | Sep 14, 2015 | no | CHICAGO, IL | Previous registration |
| KENILWORTH ASSET MANAGEMENT, LLC | Former SEC adviser | May 21, 2013 | Dec 31, 2014 | no | CHICAGO, IL | Previous registration |
| CANTELLA & CO., INC. | Former SEC adviser | Jan 27, 2010 | Feb 20, 2013 | no | WINNETKA, IL|Malden, MA|WINNETKA, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRAC ASSET MANAGEMENT LLC | 401KLOGIC LLC | Oct 16, 2023 | Oct 3, 2024 | 353 | Firm change | Other |
| KENILWORTH ASSET MANAGEMENT, LLC | TRAC ASSET MANAGEMENT LLC | Sep 14, 2015 | Apr 8, 2016 | 207 | Firm change | Other |
| CANTELLA & CO., INC. | KENILWORTH ASSET MANAGEMENT, LLC | Feb 20, 2013 | May 21, 2013 | 90 | Firm change | Other |