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

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RIA / WealthAdvisor10 years in industry

J•••• T••••• J••••••••

Advisor at L•••

LOS ANGELES, CA | DENVER, CO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Apr 16, 2018 to Sep 14, 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•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•••	Independent wealth	Apr 21, 2026	n/a	yes	DENVER, CO\|LOS ANGELES, CA	Current employment
C••••••• A•••• M••••••••• L••	Independent wealth	Nov 22, 2023	Oct 23, 2025	no	DENVER, CO\|MORTON, IL\|MORTON, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• A•••• M••••••••• L••	L•••	Oct 23, 2025	Apr 21, 2026	180	Firm change	RIA to RIA
Z•••• I••••••••• M••••••••• I•••	C••••••• A•••• M••••••••• L••	Nov 29, 2023	Nov 22, 2023

Relationships

Registered with (4)

→ L•••Registered adviserregistration: current employment
Apr 21, 2026 to presentfactForm ADV
→ C••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Nov 22, 2023 to Oct 23, 2025factForm ADV
→ Z•••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Nov 10, 2020 to Nov 29, 2023factForm ADV
→ C•••••• S••••• • C••• I•••

Dated events

Occurred
Oct 23, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Nov 29, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 16, 2018
Last observed: Sep 14, 2026 9 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.