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Reading the graph
Advisor at FIDUCIARY FINANCIAL PARTNERS, LLC
Chicago, IL | NAPERVILLE, 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 |
|---|---|---|---|---|---|---|
| FIDUCIARY FINANCIAL PARTNERS, LLC | Independent wealth | Aug 5, 2026 | n/a | yes | NAPERVILLE, IL|Chicago, IL | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 29, 2025 | Jul 28, 2026 | no | CHICAGO, IL|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | FIDUCIARY FINANCIAL PARTNERS, LLC | Jul 28, 2026 | Aug 5, 2026 | 8 | Firm change | Wirehouse to RIA |