M••• E• C•••

Advisor at F•••• P••••••• W•••••• L••

Chicago, IL

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Search this name across graphsid dfx:ria:858063d7-2e7a-d156-0542-ce5809570695

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: Jul 18, 2001 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

M••• E• C•••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 27, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• P••••••• W•••••• L••	Independent wealth	May 8, 2024	n/a	yes	Chicago, IL	Current employment
I••••••••• C••••••	Former SEC adviser	Oct 30, 2020	Jul 30, 2024	no	Chicago, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• C••••••	F•••• P••••••• W•••••• L••	Jul 30, 2024	May 8, 2024	-83	Firm change after gap	RIA to RIA
I••••••••• C••••••• L••	I••••••••• C••••••	Oct 14, 2020	Oct 30, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
310369:159289:IL:2024-07-30	Jul 30, 2024	May 8, 2024	CHICAGO, IL	Firm change after gap
136887:310369:IL:2020-10-14	Oct 14, 2020	Oct 30, 2020	CHICAGO, IL	Firm change

Relationships

Registered with (4)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
May 8, 2024 to presentfactForm ADV
→ I••••••••• C••••••Registered adviserregistration: previous registration
Oct 30, 2020 to Jul 30, 2024factForm ADV
→ I••••••••• C••••••• L••Registered adviserregistration: previous registration
Feb 8, 2006 to Oct 14, 2020factForm ADV
→ M••••• S•••••• D• I•••Registered adviser

Dated events

Occurred
Jul 30, 2024
Advisor changed firm
M••• E• C••• left I••••••••• C•••••• for F•••• P••••••• W•••••• L•• (registered 2024-05-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:858063d7-2e7a-d156-0542-ce5809570695
First observed: Jul 18, 2001
Last observed: Sep 14, 2026 8 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.