DFX Intelligence

J• • M• L••••• A••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

J• • M• L••••• A••••••• L••

CRD 329190

LAKEWOOD, CO

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Search this name across graphsid dfx:ria:093d7ba8-8148-fc82-3e37-e6dfb426b181

Data as of Mar 12, 2024 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 1
Observed: Mar 8, 2024 to Mar 12, 2024
2 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

J• • M• L••••• A••••••• L••

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0••• Locked
Discretionary RAUM: $0
Private client RAUM: $0derived••• Locked
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 2Schedule D 1.F, beyond the principal office

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D••••••• C•••• C•••••• L••	Shareholder	D	yes	10/2023	Mar 8, 2024	Mar 12, 2024
J•• A••••••• L••	Shareholder	D	yes	03/2023	Mar 8, 2024	Mar 12, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Relationships

Controls (4)

← R••••••• J••• N•OwnerMANAGING MEMBER/OWNER, ownership code E, individual
Mar 8, 2024 to presentfactForm ADV
← S••••••••• M••••• R•••OwnerMANAGING MEMBER/OWNER, ownership code E, individual
Mar 8, 2024 to presentfactForm ADV
← D••••••• C•••• C•••••• L••OwnerSHAREHOLDER, ownership code D, domestic entity
Mar 8, 2024 to presentfactForm ADV
← J•• A••••••• L••OwnerSHAREHOLDER, ownership code D, domestic entity
Mar 8, 2024 to presentfact

Dated events

Occurred
Mar 8, 2024
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:093d7ba8-8148-fc82-3e37-e6dfb426b181
First observed: Mar 8, 2024
Last observed: Mar 12, 2024 30 months ago
Source families: Federal regulator filings
3 registered feeds 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.