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Advisor at THE DALA GROUP, LLC
HOFFMAN ESTATES, 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 |
|---|---|---|---|---|---|---|
| THE DALA GROUP, LLC | Independent wealth | Apr 14, 2025 | n/a | yes | HOFFMAN ESTATES, IL | Current employment |
| Corient | Independent wealth | Dec 14, 2022 | Apr 17, 2023 | no | ITASCA, IL | Previous registration |
| BALASA DINVERNO FOLTZ LLC | Former SEC adviser | Jan 24, 2020 | Mar 31, 2023 | no | ITASCA, IL | Previous registration |
| HEMSLEY ADVISORS, LTD. | Independent wealth | Nov 18, 2004 | Dec 2, 2019 | no | BARRINGTON, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Corient | THE DALA GROUP, LLC | Apr 17, 2023 | Apr 14, 2025 | 728 | Firm change after gap | Ibd to RIA |
| BALASA DINVERNO FOLTZ LLC | Corient | Mar 31, 2023 | Dec 14, 2022 | -107 | Bulk transfer | RIA to RIA |
| HEMSLEY ADVISORS, LTD. | BALASA DINVERNO FOLTZ LLC | Dec 2, 2019 | Jan 24, 2020 | 53 | Firm change | RIA to RIA |