DFX Intelligence

A•••••• P•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor22 years in industry

A•••••• P•••••••••

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

OAKBROOK TERRACE, IL | Franklin, TN

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Search this name across graphsid dfx:ria:fd722c50-bf5a-0846-1692-f70a24dd04bb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 27, 2014 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: G•••••••• F•••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••••• F•••••••• G••••• L••	Independent wealth	Aug 4, 2015	n/a	yes	OAKBROOK TERRACE, IL\|Franklin, TN	Current employment
B••••••••• C•••••• M••••••••• L••	Independent wealth	Aug 27, 2014	Dec 31, 2015	no	OAKBROOK TERRANCE, IL\|WHEATON, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• C•••••• M••••••••• L••	G•••••••• F•••••••• G••••• L••	Dec 31, 2015	Aug 4, 2015	-149	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
141413:222520:IL:2015-12-31	Dec 31, 2015	Aug 4, 2015	WHEATON, IL	Firm change after gap

Relationships

Registered with (2)

→ G•••••••• F•••••••• G••••• L••Registered adviserregistration: current employment
Aug 4, 2015 to presentfactForm ADV
→ B••••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 27, 2014 to Dec 31, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fd722c50-bf5a-0846-1692-f70a24dd04bb
First observed: Aug 27, 2014
Last observed: Sep 15, 2026 8 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.