DFX Intelligence

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

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RIA / WealthAdvisor29 years in industry

J••••• L•• A••••••••

Advisor at M••••• F••••• O•••••

ST LOUIS, MO | Denver, CO

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Jan 17, 2022 to Sep 15, 2026

Across DFX

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

Private Equityidentity

J••••• L•• A••••••••

Private equity principal · Key CRD individual

Facts

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

Current firm: M••••• F••••• O•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 2, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• F••••• O•••••	Independent wealth	Jul 10, 2026	n/a	yes	ST LOUIS, MO\|Denver, CO	Current employment
I•• W••••• M••••••••• L••	Former SEC adviser	Jan 17, 2022	Jul 8, 2026	no	DENVER, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•• W••••• M••••••••• L••	M••••• F••••• O•••••	Jul 8, 2026	Jul 10, 2026	2	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
136314:106806:CO:2026-07-08	Jul 8, 2026	Jul 10, 2026	DENVER, CO	Firm change

Relationships

Registered with (2)

→ M••••• F••••• O•••••Registered adviserregistration: current employment
Jul 10, 2026 to presentfactForm ADV
→ I•• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 17, 2022 to Jul 8, 2026factForm ADV

Dated events

Order

Occurred
8 Jul 2026
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 17, 2022
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.