DFX Intelligence
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Reading the graph
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Advisor at F••••••• F•••••••• S••••••••• L••
Burr Ridge, 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 |
|---|---|---|---|---|---|---|
| F••••••• F•••••••• S••••••••• L•• | Independent wealth | Aug 12, 2025 | n/a | yes | Burr Ridge, IL | Current employment |
| S•• | Bd affiliated wealth | Mar 9, 2018 | Nov 25, 2025 | no | Burr Ridge, IL|ANN ARBOR, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| S•• | F••••••• F•••••••• S••••••••• L•• | Nov 25, 2025 | Aug 12, 2025 | -105 | Firm change after gap | Ibd to RIA |
| G••••• V••• C•••••• M••••••••• L•• | S•• | Mar 29, 2018 | Mar 9, 2018 |
| G••••• V••• C•••••• M••••••••• L•• | Independent wealth | Jan 2, 2014 | Mar 29, 2018 | no | OAK BROOK, IL|WAUKESHA, WI|BURR RIDGE, IL | Previous registration |
| T•• S•••••••• F•••••••• A••••••• | Bd affiliated wealth | Mar 2, 2011 | Dec 31, 2013 | no | OAK BROOK, IL|OAK BROOK, IL|WAUKESHA, WI | Previous registration |
| I••••••••• A••••••• I••••••••• I••• | n/a | Mar 7, 2007 | Mar 4, 2011 | no | OAK BROOK, IL | Previous registration |
| -20 |
| Firm change |
| Other |
| T•• S•••••••• F•••••••• A••••••• | G••••• V••• C•••••• M••••••••• L•• | Dec 31, 2013 | Jan 2, 2014 | 2 | Bulk transfer | Other |
| I••••••••• A••••••• I••••••••• I••• | T•• S•••••••• F•••••••• A••••••• | Mar 4, 2011 | Mar 2, 2011 | -2 | Firm change | Other |