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Advisor at GREENSTONE BELT WEALTH ADVISORS, LLC
CHICAGO, 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 |
|---|---|---|---|---|---|---|
| GREENSTONE BELT WEALTH ADVISORS, LLC | Independent wealth | May 7, 2025 | n/a | yes | CHICAGO, IL | Current employment |
| ORBA WEALTH ADVISORS, LLC | Former SEC adviser | Nov 1, 2018 | Jun 13, 2025 | no | CHICAGO, IL|LEMONT, IL | Previous registration |
| TELEMUS CAPITAL, LLC | Former SEC adviser | Nov 15, 2017 | Aug 3, 2018 | no | Chicago, IL | Previous registration |
| BARRINGTON STRATEGIC WEALTH MANAGEMENT GROUP LLC | Former SEC adviser | Jun 28, 2017 | Nov 15, 2017 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORBA WEALTH ADVISORS, LLC | GREENSTONE BELT WEALTH ADVISORS, LLC | Jun 13, 2025 | May 7, 2025 | -37 | Firm change after gap | RIA to new firm |
| TELEMUS CAPITAL, LLC | ORBA WEALTH ADVISORS, LLC | Aug 3, 2018 | Nov 1, 2018 | 90 | Firm change | RIA to RIA |
| BARRINGTON STRATEGIC WEALTH MANAGEMENT GROUP LLC | TELEMUS CAPITAL, LLC | Nov 15, 2017 | Nov 15, 2017 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 297351:335862:IL:2025-06-13 | Jun 13, 2025 | May 7, 2025 | LEMONT, IL | Firm change after gap |
| 149472:168794:IL:2017-11-15 | Nov 15, 2017 | Nov 15, 2017 | CHICAGO, IL | Firm change |