DFX Intelligence

C••• S•••• K••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor27 years in industry

C••• S•••• K••••••

Advisor at J•••••• A••••••• G••••• L••

Round Lake, IL | COVINGTON, KY

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Search this name across graphsid dfx:ria:5ef51695-2faf-1d19-0d98-b9012e7a4bf3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jul 31, 2020 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: J•••••• A••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 10, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•••••• A••••••• G••••• L••	Independent wealth	Aug 30, 2024	n/a	yes	Round Lake, IL\|COVINGTON, KY	Current employment
H••• I••••••••• G•••• L••	Former SEC adviser	Feb 18, 2022	Sep 3, 2024	no	ROUND LAKE, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••• I••••••••• G•••• L••	J•••••• A••••••• G••••• L••	Sep 3, 2024	Aug 30, 2024	-4	Firm change	RIA to RIA
M••••• W••••• M••••••••• I•••	H••• I••••••••• G•••• L••	May 17, 2022	Feb 18, 2022

Relationships

Registered with (3)

→ J•••••• A••••••• G••••• L••Registered adviserregistration: current employment
Aug 30, 2024 to presentfactForm ADV
→ H••• I••••••••• G•••• L••Registered adviserregistration: previous registration
Feb 18, 2022 to Sep 3, 2024factForm ADV
→ M••••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Jul 31, 2020 to May 17, 2022factForm ADV

Dated events

Occurred
Sep 3, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 17, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5ef51695-2faf-1d19-0d98-b9012e7a4bf3
First observed: Jul 31, 2020
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.