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Advisor at ELITE-PRO WEALTH ADVISORS LLC
WHEATON, 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 |
|---|---|---|---|---|---|---|
| ELITE-PRO WEALTH ADVISORS LLC | State registered | Oct 19, 2022 | n/a | yes | WHEATON, IL | Current employment |
| CAPITAL ANALYSTS | Bd affiliated wealth | Nov 23, 2020 | Oct 11, 2022 | no | Lombard, IL | Previous registration |
| LINCOLN INVESTMENT | Independent wealth | Nov 23, 2020 | Oct 11, 2022 | no | LOMBARD, IL|Carol Stream, IL|Aurora, IL|Fort Washington, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL ANALYSTS | LINCOLN INVESTMENT | Oct 11, 2022 | Nov 23, 2020 | -687 | Firm change after gap | Ibd to ibd |
| LINCOLN INVESTMENT | ELITE-PRO WEALTH ADVISORS LLC | Oct 11, 2022 | Oct 19, 2022 | 8 | Firm change | RIA to state RIA |