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Advisor at WAVVEST WEALTH
CHICAGO, 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 |
|---|---|---|---|---|---|---|
| WAVVEST WEALTH | Independent wealth | Aug 20, 2026 | n/a | yes | CHICAGO, IL | Current employment |
| EMBREE FINANCIAL GROUP | Mixed wealth | Mar 17, 2021 | Aug 17, 2026 | no | CHICAGO, IL | Previous registration |
| MCADAM LLC | Independent wealth | Dec 2, 2014 | Feb 8, 2021 | no | CHICAGO, IL|RADNOR, PA|Chicago, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EMBREE FINANCIAL GROUP | WAVVEST WEALTH | Aug 17, 2026 | Aug 20, 2026 | 3 | Firm change | RIA to RIA |
| MCADAM LLC | EMBREE FINANCIAL GROUP | Feb 8, 2021 | Mar 17, 2021 | 37 | Firm change | RIA to RIA |