C••• A• M••••••

Advisor at I•••••••• I•••••••• L••

OMAHA, NE | WAUWATOSA, WI

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:52c0d266-825a-fca4-c71a-cdf79d09a730

Data as of Sep 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 1, 2005 to Sep 22, 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: I•••••••• I•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••• L••	Bd affiliated wealth	Sep 21, 2026	n/a	yes	OMAHA, NE\|WAUWATOSA, WI	Current employment
I•••••••• I•••••••• L••	Independent wealth	Nov 9, 2018	n/a	yes	WAUWATOSA, WI	Current employment

Relationships

Registered with (2)

→ C••• L••Registered adviserregistration: current employment
Sep 21, 2026 to presentfactForm ADV
→ I•••••••• I•••••••• L••Registered adviserregistration: current employment
Nov 9, 2018 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:52c0d266-825a-fca4-c71a-cdf79d09a730
First observed: Aug 1, 2005
Last observed: Sep 22, 2026 28 h 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.