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

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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

J•• A••••• F•••••

Advisor at L•• F•••••••• L••

FLEMING ISLAND, FL | SAN DIEGO, CA

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Search this name across graphsid dfx:ria:1e6e2353-603b-04b8-8355-9294bcdd7960

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Nov 9, 2012 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

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
L•• F•••••••• L••	Bd affiliated wealth	Apr 17, 2025	n/a	yes	SAN DIEGO, CA\|FLEMING ISLAND, FL	Current employment
M•••••• T••••••••• L••	Independent wealth	Jun 5, 2024	Apr 17, 2025	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•• W••••• A•••••••• L••	M•••••• T••••••••• L••	Apr 17, 2025	Jun 5, 2024	-316	Firm change after gap	RIA to RIA
M•••••• T••••••••• L••	L•• F•••••••• L••	Apr 17, 2025

Relationships

Registered with (4)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Apr 17, 2025 to presentfactForm ADV
→ M•• W••••• A•••••••• L••Registered adviserregistration: previous registration
May 9, 2019 to Apr 17, 2025factForm ADV
→ M•••••• T••••••••• L••Registered adviserregistration: previous registration
Jun 5, 2024 to Apr 17, 2025factForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••

Dated events

Occurred
Apr 17, 2025
Advisor changed firm
J•• A••••• F••••• left M•••••• T••••••••• L•• for L•• F•••••••• L•• (registered 2025-04-17)
Form ADVobserved 7 days ago
Occurred
Apr 17, 2025
Advisor changed firm
J•• A••••• F••••• left M•• W••••• A•••••••• L•• for M•••••• T••••••••• L•• (registered 2024-06-05)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1e6e2353-603b-04b8-8355-9294bcdd7960
First observed: Nov 9, 2012
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.