C••••• M• J•••

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

••• Locked

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:3eb4aaed-7359-6593-ce17-74486864de6f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 1, 2016 to Sep 15, 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: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Feb 6, 2026	n/a	yes	NAPERVILLE, IL\|PEORIA, IL	Current employment
H•••••••• P••••••• P•••••••	Independent wealth	Oct 17, 2024	n/a	yes	Peoria, IL\|Naperville, IL\|DOWNERS GROVE, IL	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	H•••••••• P••••••• P•••••••	Oct 4, 2016	Oct 17, 2024	2,935	Firm change after gap	Wirehouse to RIA

Relationships

Registered with (3)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Feb 6, 2026 to presentfactForm ADV
→ H•••••••• P••••••• P•••••••Registered adviserregistration: current employment
Oct 17, 2024 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jul 1, 2016 to Oct 4, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3eb4aaed-7359-6593-ce17-74486864de6f
First observed: Jul 1, 2016
Last observed: Sep 15, 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.