P•••••• A••••

Advisor at G•• R••••••••• S•••••••• I•••

••• Locked

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:758365fa-8840-6987-2755-05a653580fd6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Apr 23, 2003 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: G•• R••••••••• S•••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 13, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•• R••••••••• S•••••••• I•••	State registered	Jun 25, 2020	n/a	yes	Rolling Meadows, IL\|Irvine, CA\|ROLLING MEADOWS, IL	Current employment
V••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Feb 28, 2018	Dec 31, 2018	no	Riverside, CA\|SIOUX CITY, IA

Moves

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From	To	Left	Joined	Gap, days	Kind	Move type
V••• F•••••••• A•••••••• I•••	G•• R••••••••• S•••••••• I•••	Dec 31, 2018	Jun 25, 2020	542	Firm change after gap	Ibd to state RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	V••• F•••••••• A•••••••• I•••	May 21, 2012	Feb 28, 2018

Relationships

Registered with (8)

→ G•• R••••••••• S•••••••• I•••Registered adviserregistration: current employment
Jun 25, 2020 to presentfactForm ADV
→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Feb 28, 2018 to Dec 31, 2018factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Mar 22, 2012 to May 21, 2012factForm ADV
→ C••••• A•••••• N••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:758365fa-8840-6987-2755-05a653580fd6
First observed: Apr 23, 2003
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.