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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

A••••• A••••••• L••

CRD 333568

WASHINGTON, DC

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Search this name across graphsid dfx:ria:173845e1-39ad-3945-337e-b12cd84d5495

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 19, 2026 to Mar 19, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
CRD: 333568
Filings on the tape: 1
First filed: Mar 19, 2026

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J•••• L••••	Chartered Financial Analyst	WASHINGTON, DC	1	10	n/a	no
A••• Z••••	n/a	Raanana \| WASHINGTON, DC	1	10

Relationships

Registered with (2)

← A••• Z••••Advisorregistration: current employment
Sep 12, 2025 to presentfactForm ADV
← J•••• L••••Advisorregistration: current employment
May 22, 2025 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:173845e1-39ad-3945-337e-b12cd84d5495
First observed: Mar 19, 2026
Last observed: Mar 19, 2026 6 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.