RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
T••••• J•••• G••••••
- Title
- Director, Financial Planningreportedvestgen.comfirm site, Sep 15, 2026
- Designations
- CFPreportedvestgen.comas printed on the bio page, Sep 16, 2026
- Professional profile
- vestgen.com/thomas-gruszkareportedvestgen.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- V•••••• A•••••••• L•• independent RIA currentsince May 3, 2022 · Chicago, Il
- L•• F•••••••• L•• BD affiliatedMar 2, 2018 to Dec 21, 2022 · Inverness, Il
- S•• BD affiliatedSep 26, 2014 to Mar 2, 2018 · Palatine, Il
- L•• F•••••••• L•• BD affiliatedDec 17, 2013 to Oct 3, 2014 · Palatine, Il
- B•• H••••• F•••••••• A•••••••• I•• formerOct 5, 2009 to Dec 13, 2013 · Rolling Meadows, Il
- C•••••• S••••• • C••• I••• national BDNov 6, 2007 to Oct 20, 2009 · Winnetka, Il
- I••• S••••••••• I••• unclassifiedMay 17, 2007 to Oct 11, 2007 · Westmont, Il
- L•••••• F•••••••• S•••••••• I••• unclassifiedJun 16, 2004 to May 18, 2007 · Mt. Prospect, Il
- B••• O•• S••••••••• C••••••••• unclassifiedMay 26, 2004 to Jun 18, 2004 · Mt Prospect, Il
- L•••••• F•••••••• S•••••••• I••• unclassifiedOct 19, 2001 to May 25, 2004 · Chicago, Il
- L•• F•••••••• L•• to V•••••• A•••••••• L••left Dec 21, 2022, registered May 3, 2022 (-232 days) · RIA to a newly registered adviser · moved with a team
- S•• to L•• F•••••••• L••left Mar 2, 2018, registered Mar 2, 2018 (0 days) · Other
- L•• F•••••••• L•• to S••left Oct 3, 2014, registered Sep 26, 2014 (-7 days) · Other
- B•• H••••• F•••••••• A•••••••• I•• to L•• F•••••••• L••left Dec 13, 2013, registered Dec 17, 2013 (4 days) · Other
- C•••••• S••••• • C••• I••• to B•• H••••• F•••••••• A•••••••• I••left Oct 20, 2009, registered Oct 5, 2009 (-15 days) · Other
- I••• S••••••••• I••• to C•••••• S••••• • C••• I•••left Oct 11, 2007, registered Nov 6, 2007 (26 days) · Other
- L•••••• F•••••••• S•••••••• I••• to I••• S••••••••• I•••left May 18, 2007, registered May 17, 2007 (-1 days) · Other
- B••• O•• S••••••••• C••••••••• to L•••••• F•••••••• S•••••••• I•••left Jun 18, 2004, registered Jun 16, 2004 (-2 days) · Other
- L•••••• F•••••••• S•••••••• I••• to B••• O•• S••••••••• C•••••••••left May 25, 2004, registered May 26, 2004 (1 days) · Other
- T••••• J•••• G•••••• left L•• F•••••••• L•• for V•••••• A•••••••• L•• (registered 2022-05-03)Dec 21, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address