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RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

EUGENE CHRISTOPHER YLO

Advisor at CAPTRUST

Chesterton, IN

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Search this name across graphsid dfx:ria:5100ca08-e000-63bb-88ef-243fcc9a0873

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jun 6, 2003 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: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 4, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 4, 1992
First registration: Jun 6, 2003
Dual registered: yes, broker-dealer
Other names: CHRIS YLO
IAPD individual key: 2227139

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Captrust	Institutional manager	May 6, 2020	n/a	yes	Chesterton, IN	Current employment
LAKESIDE WEALTH MANAGEMENT GROUP, LLC	Former SEC adviser	Dec 12, 2018	Jun 30, 2020	no	CHESTERTON, IN	Previous registration
STRATEGIQ FINANCIAL GROUP, LLC	Former SEC adviser	Nov 26, 2014	Dec 17, 2018	no	MERRILLVILLE, IN	Previous registration
WINTRUST INVESTMENTS	Former SEC adviser	Jul 12, 2011	Nov 25, 2014	no	FRANKFORT, IL\|CHICAGO, IL\|CHICAGO, IL	Previous registration
LASALLE ST. INVESTMENT ADVISORS, L.L.C.	Bd affiliated wealth	Jan 12, 2006	Jul 8, 2011	no	FRANKFORT, IL\|ELMHURST, IL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jun 6, 2003	Oct 4, 2005	no	ORLAND PARK, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LAKESIDE WEALTH MANAGEMENT GROUP, LLC	Captrust	Jun 30, 2020	May 6, 2020	-55	Firm change after gap	Other
STRATEGIQ FINANCIAL GROUP, LLC	LAKESIDE WEALTH MANAGEMENT GROUP, LLC	Dec 17, 2018	Dec 12, 2018	-5	Firm change	RIA to RIA
WINTRUST INVESTMENTS	STRATEGIQ FINANCIAL GROUP, LLC	Nov 25, 2014	Nov 26, 2014	1	Firm change	Other
LASALLE ST. INVESTMENT ADVISORS, L.L.C.	WINTRUST INVESTMENTS	Jul 8, 2011	Jul 12, 2011	4	Firm change	Other
WELLS FARGO ADVISORS	LASALLE ST. INVESTMENT ADVISORS, L.L.C.	Oct 4, 2005	Jan 12, 2006	100	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
140271:175112:IN:2020-06-30	Jun 30, 2020	May 6, 2020	CHESTERTON, IN	Firm change after gap

Relationships

Registered with (6)

→ CAPTRUSTRegistered adviserregistration: current employment
May 6, 2020 to presentfactForm ADV
→ LAKESIDE WEALTH MANAGEMENT GROUP, LLCRegistered adviserregistration: previous registration
Dec 12, 2018 to Jun 30, 2020factForm ADV
→ STRATEGIQ FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Nov 26, 2014 to Dec 17, 2018factForm ADV
→ WINTRUST INVESTMENTSRegistered adviserregistration: previous registration
Jul 12, 2011 to Nov 25, 2014factForm ADV
→ LASALLE ST. INVESTMENT ADVISORS, L.L.C.Registered adviserregistration: previous registration
Jan 12, 2006 to Jul 8, 2011factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 6, 2003 to Oct 4, 2005factForm ADV

Dated events

No dated event names this entity yet.