DFX Intelligence

M•• E•••• D•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor39 years in industry

M•• E•••• D•••••••

Advisor at C•••••• P••••••• I••••••••• G•••• L••

••• Locked

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Search this name across graphsid dfx:ria:f6e4b82f-2e6f-f6f6-58b4-0caba6120683

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 28, 2012 to Sep 15, 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: C•••••• P••••••• I••••••••• G•••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• P••••••• I••••••••• G•••• L••	Independent wealth	Nov 15, 2024	n/a	yes	C••••••, IL\|Goodyear, AZ\|Onalaska, WI	Current employment
B•••••••• A••••••••• I•••	Former SEC adviser	Mar 28, 2012	Dec 31, 2024	no	BURR RIDGE, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••• A••••••••• I•••	C•••••• P••••••• I••••••••• G•••• L••	Dec 31, 2024	Nov 15, 2024	-46	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
10416:147662:IL:2024-12-31	Dec 31, 2024	Nov 15, 2024	BURR RIDGE, IL	Firm change after gap

Relationships

Registered with (2)

→ C•••••• P••••••• I••••••••• G•••• L••Registered adviserregistration: current employment
Nov 15, 2024 to presentfactForm ADV
→ B•••••••• A••••••••• I•••Registered adviserregistration: previous registration
Mar 28, 2012 to Dec 31, 2024factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f6e4b82f-2e6f-f6f6-58b4-0caba6120683
First observed: Mar 28, 2012
Last observed: Sep 15, 2026 7 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.