B•••• A•••••••

Advisor at C•••• A•••• M••••••••• I••

CHAMPAIGN, IL

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Search this name across graphsid dfx:ria:9b71532f-59f6-7e1e-b3c2-a778190f2498

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Dec 18, 2018 to Sep 14, 2026

Across DFX

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

Private Equityidentity

B•••• A•••••••

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: C•••• A•••• M••••••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• A•••• M••••••••• I••	Independent wealth	Dec 26, 2018	n/a	yes	CHAMPAIGN, IL	Current employment
M• H••••••• S••••••••• I•••	Bd affiliated wealth	Dec 18, 2018	Oct 13, 2021	no	CHAMPAIGN, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M• H••••••• S••••••••• I•••	C•••• A•••• M••••••••• I••	Oct 13, 2021	Dec 26, 2018	-1,022	Firm change after gap	Ibd to RIA

Relationships

Registered with (2)

→ C•••• A•••• M••••••••• I••Registered adviserregistration: current employment
Dec 26, 2018 to presentfactForm ADV
→ M• H••••••• S••••••••• I•••Registered adviserregistration: previous registration
Dec 18, 2018 to Oct 13, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9b71532f-59f6-7e1e-b3c2-a778190f2498
First observed: Dec 18, 2018
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.