R•••• P••••

Advisor at G•••••••• F•••••••• A•••••••• L••

Rolling Meadows, 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:ec87ea58-16d8-5a1d-3927-e593d36b8869

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Mar 31, 2015 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: G•••••••• F•••••••• A•••••••• L••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Jun 6, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••••• F•••••••• A•••••••• L••	Institutional manager	Nov 17, 2025	n/a	yes	Rolling Meadows, IL	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Jan 23, 2025	Nov 6, 2025	no	PALATINE, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	G•••••••• F•••••••• A•••••••• L••	Nov 6, 2025	Nov 17, 2025	11	Firm change	Other
W••••••• I•••••••••	L•• F•••••••• L••	Jan 23, 2025	Jan 23, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
288590:79:MA:2020-07-08	Jul 8, 2020	Oct 14, 2020	BOSTON, MA	Firm change

Relationships

Registered with (7)

→ G•••••••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Nov 17, 2025 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jan 23, 2025 to Nov 6, 2025factForm ADV
→ W••••••• I•••••••••Registered adviserregistration: previous registration
Oct 30, 2024 to Jan 23, 2025factForm ADV
→ J••• M••••• S••••••••• L••

Dated events

Occurred
Nov 6, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Nov 27, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ec87ea58-16d8-5a1d-3927-e593d36b8869
First observed: Mar 31, 2015
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.