DFX Intelligence

C•••••• R•••••• P•• B••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor22 years in industry

C•••••• R•••••• P•• B••••

Advisor at C•• F•••••••• G••••• I•••

GLEN ELLYN, 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:51eb9a1f-68b4-48f2-dccd-9f048addd723

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 12, 2005 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•• F•••••••• G••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 14, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•• F•••••••• G••••• I•••	State registered	Jan 2, 2018	n/a	yes	GLEN ELLYN, IL	Current employment
H•••••••• P••••••• P•••••••	Independent wealth	Dec 10, 2021	Apr 18, 2024	no	Glen Ellyn, IL\|DOWNERS GROVE, IL\|Lake Geneva, WI\|Brentwood, TN\|Glen Ellyn, IL\|Glen Ellyn, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••••• P••••••• P•••••••	n/a	Apr 18, 2024	n/a	n/a	Departure no registered destination	Departure
H•••••••• A•••••• G••••• L••	C•• F•••••••• G••••• I•••	Dec 31, 2021	Jan 2, 2018	-1,459

Relationships

Registered with (4)

→ C•• F•••••••• G••••• I•••Registered adviserregistration: current employment
Jan 2, 2018 to presentfactForm ADV
→ H•••••••• P••••••• P•••••••Registered adviserregistration: previous registration
Dec 10, 2021 to Apr 18, 2024factForm ADV
→ H•••••••• A•••••• G••••• L••Registered adviserregistration: previous registration
Dec 23, 2013 to Dec 31, 2021factForm ADV
→ W•••• E••••• G••••• I•••

Dated events

Occurred
Apr 18, 2024
A•••••• departure
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:51eb9a1f-68b4-48f2-dccd-9f048addd723
First observed: Sep 12, 2005
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.