DFX Intelligence
Reading the graph
Reading the graph
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Advisor at R•••••• I•••••••••
Milwaukee, WI
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 |
|---|---|---|---|---|---|---|
| R•••••• I••••••••• | Asset manager | Aug 12, 2019 | n/a | yes | Milwaukee, WI | Current employment |
| E••••• F•••••••• G••••• I••• | n/a | Mar 20, 2019 | Jul 8, 2019 | no | LINCOLNSHIRE, IL |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| E••••• F•••••••• G••••• I••• | R•••••• I••••••••• | Jul 8, 2019 | Aug 12, 2019 | 35 | Firm change | Other |
| F•••• F•••••••• M••••••••• L• | E••••• F•••••••• G••••• I••• | Jun 24, 2019 | Mar 20, 2019 |
| F•••• F•••••••• M••••••••• L• | Independent wealth | Feb 21, 2019 | Jun 24, 2019 | no | LINCOLNSHIRE, IL|LOMBARD, IL | Previous registration |
| C••••• I••••••••• A••••••• L•• | Bd affiliated wealth | Apr 29, 2014 | Jan 16, 2019 | no | SCHAUMBURG, IL|SCHAUMBURG, IL | Previous registration |
| R•••••• I••••••••• | Asset manager | Mar 30, 2011 | Aug 14, 2014 | no | MILWAUKEE, WI | Previous registration |
| -96 |
| Firm change after gap |
| Other |
| C••••• I••••••••• A••••••• L•• | F•••• F•••••••• M••••••••• L• | Jan 16, 2019 | Feb 21, 2019 | 36 | Firm change | Ibd to RIA |
| R•••••• I••••••••• | C••••• I••••••••• A••••••• L•• | Aug 14, 2014 | Apr 29, 2014 | -107 | Firm change after gap | Other |