DFX Intelligence

A•••••••• F••••• L••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst13 years in industry

A•••••••• F••••• L••••••

Advisor at L••••••• F•••••••• G••••• L••

Evanston, IL

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Search this name across graphsid dfx:ria:29deb219-f3a9-5a8c-888d-60f8bc21703f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 2
Observed: Aug 19, 2022 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

A•••••••• F••••• L••••••

Real estate principal · key crd individual, shared individual crd

Private Equityidentity

A•••••••• F••••• L••••••

Private equity principal · key crd individual, shared individual crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: L••••••• F•••••••• G••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••••• F•••••••• G••••• L••	State registered	Jan 15, 2026	n/a	yes	Evanston, IL	Current employment
N•••••••• F•••••••• G••••• I•••	Mixed wealth	Aug 19, 2022	Feb 2, 2026	no	Evanston, IL\|ALLENTOWN, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••••• F•••••••• G••••• I•••	L••••••• F•••••••• G••••• L••	Feb 2, 2026	Jan 15, 2026	-18	Firm change	RIA to state RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
122609:339568:PA:2026-02-02	Feb 2, 2026	Jan 15, 2026	ALLENTOWN, PA	Firm change

Relationships

Registered with (2)

→ L••••••• F•••••••• G••••• L••Registered adviserregistration: current employment
Jan 15, 2026 to presentfactForm ADV
→ N•••••••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Aug 19, 2022 to Feb 2, 2026factForm ADV

Dated events

Occurred
Feb 2, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:29deb219-f3a9-5a8c-888d-60f8bc21703f
First observed: Aug 19, 2022
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.