DFX Intelligence

D•••• M•••• Q•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner33 years in industry

D•••• M•••• Q•••

Advisor at Q••• W••••• A••••••• G•••• L••

LOVES PARK, IL

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Search this name across graphsid dfx:ria:83544849-92a8-d125-be4b-447e8b030f53

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 4, 1997 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: Q••• W••••• A••••••• G•••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 16, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
Q••• W••••• A••••••• G•••• L••	State registered	Jan 26, 2011	n/a	yes	LOVES PARK, IL	Current employment
B••••• I••••••••• A••••••• L••	n/a	May 23, 2008	Nov 5, 2010	no	CHICAGO, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• I••••••••• A••••••• L••	Q••• W••••• A••••••• G•••• L••	Nov 5, 2010	Jan 26, 2011	82	Firm change	Other
A••••••••• F•••••••• S•••••••• L••	B••••• I••••••••• A••••••• L••	Apr 23, 2008	May 23, 2008

Relationships

Registered with (3)

→ Q••• W••••• A••••••• G•••• L••Registered adviserregistration: current employment
Jan 26, 2011 to presentfactForm ADV
→ B••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
May 23, 2008 to Nov 5, 2010factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Dec 4, 1997 to Apr 23, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:83544849-92a8-d125-be4b-447e8b030f53
First observed: Dec 4, 1997
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.