P•••••• S•••••

Advisor at H••••• C•••••• A•••••••• I•••

Chicago, IL | CHICAGO, 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:8ad425e0-6216-82d2-c6e3-df442d5b42a8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 9, 2019 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: H••••• C•••••• A•••••••• I•••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom 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
H••••• C•••••• A•••••••• I•••	Asset manager	Aug 13, 2024	n/a	yes	Chicago, IL\|CHICAGO, IL	Current employment
C••••••	Independent wealth	Dec 14, 2022	Jun 6, 2023	no	ITASCA, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••	H••••• C•••••• A•••••••• I•••	Jun 6, 2023	Aug 13, 2024	434	Firm change after gap	Other
B••••• D••••••• F•••• L••	C••••••	Mar 31, 2023	Dec 14, 2022

Relationships

Registered with (4)

→ H••••• C•••••• A•••••••• I•••Registered adviserregistration: current employment
Aug 13, 2024 to presentfactForm ADV
→ C••••••Registered adviserregistration: previous registration
Dec 14, 2022 to Jun 6, 2023factForm ADV
→ B••••• D••••••• F•••• L••Registered adviserregistration: previous registration
Feb 2, 2021 to Mar 31, 2023factForm ADV
→ C•••••• S••••• • C••• I•••

Dated events

Occurred
Jun 6, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8ad425e0-6216-82d2-c6e3-df442d5b42a8
First observed: Dec 9, 2019
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.