T•••••• J••••• C••••

• C••••• I••••••••• A••••••• L•• BD affiliated current
  since Sep 5, 2025 · Homewood, Il
• A•••••• A••••••• S••••••• former
  May 22, 2003 to Sep 5, 2025 · Palos Heights, Il
• H•••••• T••••••• • K•••• L•• independent RIA
  Jun 6, 2002 to Apr 1, 2003 · Evergreen Park, Il

• A•••••• A••••••• S••••••• to C••••• I••••••••• A••••••• L••
  left Sep 5, 2025, registered Sep 5, 2025 (0 days) · corporate re-registration, not a move
• H•••••• T••••••• • K•••• L•• to A•••••• A••••••• S•••••••
  left Apr 1, 2003, registered May 22, 2003 (51 days) · Other

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

Broker-dealer affiliated wealth managerderived

Years in industry

25derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address