A•••• J••••••

Advisor at L• J•••• I•••••••• F•• W••••• M•••••••••

LA J••••, CA | la jolla, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:05248120-0230-758e-adc7-2a8f612cca07

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Jan 1, 2013 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: L• J•••• I•••••••• F•• W••••• M•••••••••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L• J•••• I•••••••• F•• W••••• M•••••••••	Former SEC adviser	Jan 1, 2026	n/a	yes	LA J••••, CA\|la jolla, CA	Current employment

Relationships

Registered with (1)

→ L• J•••• I•••••••• F•• W••••• M•••••••••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:05248120-0230-758e-adc7-2a8f612cca07
First observed: Jan 1, 2013
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.