DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 308157
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| William Matthew Haynes | Certified Financial Planner | RENO, NV | Incline Village, NV | CHICAGO, IL | 4 | 11 | n/a | no |
| Dino Patelis | n/a | Milton, GA | CHICAGO, IL | 4 | 37 | 2 | no |
| Jason Philip Koenig | n/a | Aventura, FL | CHICAGO, IL | 4 | 11 | 2 | no |
| MONIQUE HOLLOWAY | Certified Financial Planner | Wilmington, DE | CHICAGO, IL | 2 | 12 | 1 | no |
| Dustin Volentine | n/a | West Monroe, LA | CHICAGO, IL | 2 | 14 | n/a | no |
| ADAM MICHAEL CROSS | n/a | CHICAGO, IL | 1 | 12 | 4 | no |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | n/a | 0 | 1 | 0 | 4 | 4 |