DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

B•••• S•••• S•••••••

Advisor at E••••• A•••• I•••••••••

CHICAGO, IL

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Search this name across graphsid dfx:ria:ad5d5f59-ecb5-1739-f60b-1c5d72d76e36

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 0
Observed: Apr 12, 2007 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: E••••• A•••• I•••••••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Apr 10, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 9

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••• A•••• I•••••••••	Other adviser	Jan 14, 2022	n/a	yes	CHICAGO, IL	Current employment
E••••• A•••• A•••••••• L••	Former SEC adviser	Feb 1, 2018	Dec 31, 2019	no	CHICAGO, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• A•••• I•••••••••	K•• F•••••••• L••	Dec 31, 2021	Nov 26, 2012	-3,322	Firm change after gap	Other
M•••• G••••• A•••••••• L••	E••••• A•••• A•••••••• L••	Dec 31, 2019	Feb 1, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
285871:289391:IL:2019-12-31	Dec 31, 2019	Feb 1, 2018	CHICAGO, IL	Firm change after gap
289391:156327:IL:2019-12-31	Dec 31, 2019	Jan 14, 2022	CHICAGO, IL	Firm change after gap

Relationships

Registered with (5)

→ E••••• A•••• I•••••••••Registered adviserregistration: previous registration
Oct 31, 2011 to Dec 31, 2021factForm ADV
→ M•••• G••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 3, 2017 to Dec 31, 2019factForm ADV
→ E••••• A•••• A•••••••• L••Registered adviserregistration: previous registration
Feb 1, 2018 to Dec 31, 2019factForm ADV
→ K•• F•••••••• L••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ad5d5f59-ecb5-1739-f60b-1c5d72d76e36
First observed: Apr 12, 2007
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.