DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)35 years in industry

J•••• J••••• A••••••••

Advisor at C•••• F•••••••• S••••••••• I•••

ROLLING MEADOWS, IL | PALATINE, IL

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:8a6e6108-6b3b-fce3-8a60-12875461c096

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 24, 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: C•••• F•••••••• S••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 17, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 28derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• F•••••••• S••••••••• I•••	State registered	Jan 26, 2022	n/a	yes	PALATINE, IL	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Apr 12, 1998	n/a	yes	ROLLING MEADOWS, IL\|PALATINE, IL	Current employment

Relationships

Registered with (2)

→ C•••• F•••••••• S••••••••• I•••Registered adviserregistration: previous registration
May 24, 2001 to Dec 31, 2021factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: current employment
Apr 12, 1998 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8a6e6108-6b3b-fce3-8a60-12875461c096
First observed: May 24, 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.