DFX Intelligence

C•••••• B•• C•••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

C•••••• B•• C•••••• L••

CRD 287829

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Search this name across graphsid dfx:ria:e4f95700-70ac-8bed-7562-93e378e0a1cb

Data as of Jan 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 27, 2026 to Jan 27, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $89.4M••• Locked
Discretionary RAUM: $85.7M
Private client RAUM: $88.7Mderived••• Locked
Private client share: 99%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
B••••••• J•••• A••••••••	Chartered Financial Analyst	WINNETKA, IL	9	36	2	no
L•••••• A•• G••••	Certified Financial Planner	KILDEER, IL \| WINNETKA, IL	5	14

Relationships

Registered with (3)

← L•••••• A•• G••••Advisorregistration: current employment
May 6, 2021 to presentfactForm ADV
← B••••••• J•••• A••••••••Advisorregistration: current employment
Apr 13, 2017 to presentfactForm ADV
← Kevin Michael BurkeAdvisorregistration: previous registration
Dec 14, 2020 to Mar 12, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e4f95700-70ac-8bed-7562-93e378e0a1cb
First observed: Jan 27, 2026
Last observed: Jan 27, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds 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.