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

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RIA / WealthAdvisor11 years in industry

J••••••• D••••• C•••••••

Advisor at A••••• G••••• A•••• M••••••••• L••

WEST HOLLYWOOD, CA

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Search this name across graphsid dfx:ria:1f094fa9-f817-b5dc-be15-978933dda2cc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 31, 2017 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: A••••• G••••• A•••• M••••••••• L••
Current firm class: mixed wealth managerderived
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: 0derivedfrom 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
A••••• G••••• A•••• M••••••••• L••	Mixed wealth	Feb 6, 2026	n/a	yes	WEST HOLLYWOOD, CA	Current employment
L•••	Independent wealth	May 2, 2022	Jan 14, 2026	no	LOS ANGELES, CA

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
L•••	A••••• G••••• A•••• M••••••••• L••	Jan 14, 2026	Feb 6, 2026	23	Firm change	RIA to RIA
M••••••••• C•••••• M••••••••• L••	L•••	Nov 16, 2020

Relationships

Registered with (4)

→ A••••• G••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Feb 6, 2026 to presentfactForm ADV
→ L•••Registered adviserregistration: previous registration
May 2, 2022 to Jan 14, 2026factForm ADV
→ M••••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Nov 16, 2017 to Nov 16, 2020factForm ADV
→ M••••• G••••• A••••••• I•••

Dated events

Occurred
Jan 14, 2026
Advisor changed firm
J••••••• D••••• C••••••• left Lido for A••••• G••••• A•••• M••••••••• L•• (registered 2026-02-06)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1f094fa9-f817-b5dc-be15-978933dda2cc
First observed: Jul 31, 2017
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.