DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst10 years in industry

J••••• S•••• S••••••

Advisor at I•• C••••••• L••

Los Angeles, CA | FOSTER CITY, CA

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Search this name across graphsid dfx:ria:1a33b8a2-9f87-79c1-3fc8-92b4797c1639

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 14, 2022 to Sep 15, 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: I•• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•• C••••••• L••	Independent wealth	Jun 1, 2026	n/a	yes	Los Angeles, CA\|FOSTER CITY, CA	Current employment
R•• R•••••••• L••	Bd affiliated wealth	Jun 14, 2022	May 28, 2026	no	Beverly Hills, CA\|NEW YORK, NY\|Los Angeles, CA\|Marina Del Rey, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•• R•••••••• L••	I•• C••••••• L••	May 28, 2026	Jun 1, 2026	4	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ I•• C••••••• L••Registered adviserregistration: current employment
Jun 1, 2026 to presentfactForm ADV
→ R•• R•••••••• L••Registered adviserregistration: previous registration
Jun 14, 2022 to May 28, 2026factForm ADV

Dated events

Occurred
May 28, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a33b8a2-9f87-79c1-3fc8-92b4797c1639
First observed: Jun 14, 2022
Last observed: Sep 15, 2026 7 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.