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- Professional profile
- linkedin.comreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- S••••••••• W••••• mixed wealth currentsince Sep 10, 2024 · Lincolnshire, Il
- E••••• F•••••••• G••••• I••• unclassifiedJan 26, 2024 to Sep 5, 2024 · Lincolnshire, Il
- E••••• F•••••••• G••••• I••• to S••••••••• W•••••left Sep 5, 2024, registered Sep 10, 2024 (5 days) · Other · moved with a team
- ••• LockedSep 5, 2024 · 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address