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

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RIA / WealthAdvisor11 years in industry

R•••• J•••• L•••••••••

Advisor at K••••••• A•••••••• L••

LAS VEGAS, NV

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:1abc7a65-2696-8c4f-9c18-bb04f3506512

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Mar 18, 2022 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: K••••••• A•••••••• L••
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
K••••••• A•••••••• L••	Other adviser	Nov 15, 2024	n/a	yes	LAS VEGAS, NV	Current employment
M••••• P••••• F••••• I•••	Institutional manager	Dec 21, 2023	Nov 20, 2024	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• P••••• F••••• I•••	K••••••• A•••••••• L••	Nov 20, 2024	Nov 15, 2024	-5	Firm change	Other
F•• F•••••••• M••• S••••• A•••••••• L••	M••••• P••••• F••••• I•••	Dec 22, 2023

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
133719:106816:NV:2023-12-15	Dec 22, 2023	Dec 21, 2023	LAS VEGAS, NV	Firm change

Relationships

Registered with (3)

→ K••••••• A•••••••• L••Registered adviserregistration: current employment
Nov 15, 2024 to presentfactForm ADV
→ M••••• P••••• F••••• I•••Registered adviserregistration: previous registration
Dec 21, 2023 to Nov 20, 2024factForm ADV
→ F•• F•••••••• M••• S••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 18, 2022 to Dec 22, 2023factForm ADV

Dated events

Occurred
Nov 20, 2024
Advisor changed firm
R•••• J•••• L••••••••• left M••••• P••••• F••••• I••• for K••••••• A•••••••• L•• (registered 2024-11-15)
Form ADVobserved 7 days ago
Occurred
Dec 22, 2023
Advisor changed firm
R•••• J•••• L••••••••• left F•• F•••••••• M••• S••••• A•••••••• L•• for M••••• P••••• F••••• I••• (registered 2023-12-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1abc7a65-2696-8c4f-9c18-bb04f3506512
First observed: Mar 18, 2022
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.