J•••• L••• F•••

Advisor at A••••••• S••••••• N••••••

Draper, UT | ATLANTA, GA

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:0b056bfb-97a5-5372-5454-d6435be68310

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 23, 1991 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: A••••••• S••••••• N••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 2, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• S••••••• N••••••	Independent wealth	Jul 5, 2023	n/a	yes	ATLANTA, GA\|Draper, UT	Current employment
N••••••• P•••••• W•••••• L••	Independent wealth	May 7, 2014	Jul 6, 2023	no	DRAPER, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••• P•••••• W•••••• L••	A••••••• S••••••• N••••••	Jul 6, 2023	Jul 5, 2023	-1	Firm change	RIA to RIA
A••••••••• F•••••••• S•••••••• L••	N••••••• P•••••• W•••••• L••	May 6, 2014	May 7, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
170774:146051:UT:2023-07-06	Jul 6, 2023	Jul 5, 2023	DRAPER, UT	Firm change

Relationships

Registered with (3)

→ A••••••• S••••••• N••••••Registered adviserregistration: current employment
Jul 5, 2023 to presentfactForm ADV
→ N••••••• P•••••• W•••••• L••Registered adviserregistration: previous registration
May 7, 2014 to Jul 6, 2023factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Dec 23, 1991 to May 6, 2014factForm ADV

Dated events

Occurred
Jul 6, 2023
Advisor changed firm
J•••• L••• F••• left N••••••• P•••••• W•••••• L•• for A••••••• S••••••• N•••••• (registered 2023-07-05)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0b056bfb-97a5-5372-5454-d6435be68310
First observed: Dec 23, 1991
Last observed: Sep 14, 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.