J•••• K•••••

Advisor at C•••••••• I••••••••• C••••••••• L••

BURR RIDGE, 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:4cbe09b7-39bf-c619-ad46-0476b70aff23

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 28, 1997 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: C•••••••• I••••••••• C••••••••• L••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Jun 10, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 23derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• I••••••••• C••••••••• L••	Former SEC adviser	May 23, 2003	n/a	yes	BURR RIDGE, IL	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Dec 28, 1997	Jun 12, 2003	no	OAKBROOK TERRACE, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	C•••••••• I••••••••• C••••••••• L••	Jun 12, 2003	May 23, 2003	-20	Firm change	Other

Relationships

Registered with (2)

→ C•••••••• I••••••••• C••••••••• L••Registered adviserregistration: current employment
May 23, 2003 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Dec 28, 1997 to Jun 12, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4cbe09b7-39bf-c619-ad46-0476b70aff23
First observed: Dec 28, 1997
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.