J•••• A• T•••

Advisor at A•••• P•••••• W•••••

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e0bd8126-653d-52e1-bb5b-840877eac9d4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 14, 2009 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: A•••• P•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 3, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• P•••••• W•••••	Independent wealth	Oct 24, 2024	n/a	yes	CHICAGO, IL	Current employment
O•••••••• C•••••• M••••••••• L••	Independent wealth	May 5, 2021	Dec 31, 2025	no	Chicago, IL\|FAIRLAWN, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••••••• C•••••• M••••••••• L••	A•••• P•••••• W•••••	Dec 31, 2025	Oct 24, 2024	-433	Firm change after gap	Other
F•••• T•••• S••••••••• I•••	O•••••••• C•••••• M••••••••• L••	May 6, 2021	May 5, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
156013:332302:OH:2025-12-31	Dec 31, 2025	Oct 24, 2024	FAIRLAWN, OH	Firm change after gap
628:156013:IL:2021-05-06	May 6, 2021	May 5, 2021	CHICAGO, IL	Firm change

Relationships

Registered with (3)

→ A•••• P•••••• W•••••Registered adviserregistration: current employment
Oct 24, 2024 to presentfactForm ADV
→ O•••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
May 5, 2021 to Dec 31, 2025factForm ADV
→ F•••• T•••• S••••••••• I•••Registered adviserregistration: previous registration
Sep 14, 2009 to May 6, 2021factForm ADV

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e0bd8126-653d-52e1-bb5b-840877eac9d4
First observed: Sep 14, 2009
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.