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J•••••• L••• B••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

J•••••• L••• B••••••••

Advisor at M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Johnston City, IL | LAKEWOOD RANCH, FL

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Search this name across graphsid dfx:ria:035c6b0b-da95-02b8-9c62-8ac40a3e8ab9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 13, 2015 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: M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 27, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jan 11, 2021	n/a	yes	LAKEWOOD RANCH, FL\|Johnston City, IL	Current employment
H•••••••• A•••••••• L••	Bd affiliated wealth	Nov 21, 2019	Dec 8, 2020	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••••• A•••••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Dec 8, 2020	Jan 11, 2021	34	Firm change	Ibd to wirehouse
W•••• F•••• A•••••••	H•••••••• A•••••••• L••	Apr 30, 2019

Relationships

Registered with (3)

→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: current employment
Jan 11, 2021 to presentfactForm ADV
→ H•••••••• A•••••••• L••Registered adviserregistration: previous registration
Nov 21, 2019 to Dec 8, 2020factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Nov 13, 2015 to Apr 30, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:035c6b0b-da95-02b8-9c62-8ac40a3e8ab9
First observed: Nov 13, 2015
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.