DFX Intelligence

J••• C•••••• H••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor34 years in industry

J••• C•••••• H••••••••

Advisor at T•••• L••

Clarendon Hills, IL | LAKE FOREST, IL

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Search this name across graphsid dfx:ria:895a32e3-03fd-a72a-b61e-56837c33e479

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 16, 2001 to Sep 15, 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: T•••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 4, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••• L••	Independent wealth	Dec 3, 2016	n/a	yes	LAKE FOREST, IL\|Clarendon Hills, IL	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Jan 16, 2001	Nov 26, 2003	no	CHICAGO, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	T•••• L••	Nov 26, 2003	Dec 3, 2016	4,756	Firm change after gap	Other

Relationships

Registered with (2)

→ T•••• L••Registered adviserregistration: current employment
Dec 3, 2016 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Jan 16, 2001 to Nov 26, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:895a32e3-03fd-a72a-b61e-56837c33e479
First observed: Jan 16, 2001
Last observed: Sep 15, 2026 7 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.