DFX Intelligence
Reading the graph
Reading the graph
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Advisor at A••••• F•••••••• P•••••••• I•••
CANFIELD, OH | CRYSTAL LAKE, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| A••••• F•••••••• P•••••••• I••• | Independent wealth | Sep 15, 2025 | n/a | yes | CRYSTAL LAKE, IL|CANFIELD, OH | Current employment |
| L••••• F•••••••• G••••• L•• | Bd affiliated wealth | Jul 11, 2024 | Sep 8, 2025 | no | SAINT LOUIS, MO|Indianapolis, IN |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| L••••• F•••••••• G••••• L•• | A••••• F•••••••• P•••••••• I••• | Sep 8, 2025 | Sep 15, 2025 | 7 | Firm change | Ibd to RIA |
| R••• H••••• C•••••• L•• | L••••• F•••••••• G••••• L•• | Sep 5, 2024 | Jul 11, 2024 |
| R••• H••••• C•••••• L•• | State registered | Sep 20, 2023 | Sep 5, 2024 | no | BIRMINGHAM, MI | Previous registration |
| -56 |
| Firm change after gap |
| Other |