DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at LEELYN SMITH, LLC
GENEVA, 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 |
|---|---|---|---|---|---|---|
| LEELYN SMITH, LLC | Independent wealth | Sep 15, 2022 | n/a | yes | GENEVA, IL | Current employment |
| BFC PLANNING, INC. | Bd affiliated wealth | Aug 16, 2017 | Aug 11, 2022 | no | Oak Brook, IL|CEDAR RAPIDS, IA | Previous registration |
| Dunham | Independent wealth | Mar 9, 2017 | May 30, 2017 | no | Elmhurst, IL|SAN DIEGO, CA|SAN DIEGO, CA|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BFC PLANNING, INC. | LEELYN SMITH, LLC | Aug 11, 2022 | Sep 15, 2022 | 35 | Firm change | Ibd to RIA |
| Dunham | BFC PLANNING, INC. | May 30, 2017 | Aug 16, 2017 | 78 | Firm change | Other |