DFX Intelligence

B•••• R••••• K•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

B•••• R••••• K•••••••

Advisor at G•••••••• F•••••••• G••••• L••

OAKBROOK TERRACE, IL | Franklin, TN

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Search this name across graphsid dfx:ria:ab073465-a7e5-c5d9-9888-f4b7eb00b891

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 25, 2014 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: G•••••••• F•••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 18, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••••• F•••••••• G••••• L••	Independent wealth	May 10, 2016	n/a	yes	OAKBROOK TERRACE, IL\|Franklin, TN	Current employment
B••••••••• C•••••• M••••••••• L••	Independent wealth	Feb 25, 2014	Dec 31, 2015	no	OAKBROOK TERRANCE, IL\|WHEATON, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• C•••••• M••••••••• L••	G•••••••• F•••••••• G••••• L••	Dec 31, 2015	May 10, 2016	131	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
141413:222520:IL:2015-12-31	Dec 31, 2015	May 10, 2016	WHEATON, IL	Firm change

Relationships

Registered with (2)

→ G•••••••• F•••••••• G••••• L••Registered adviserregistration: current employment
May 10, 2016 to presentfactForm ADV
→ B••••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 25, 2014 to Dec 31, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ab073465-a7e5-c5d9-9888-f4b7eb00b891
First observed: Feb 25, 2014
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.