DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)43 years in industry

J••• A••••••• W••••••••

Advisor at L•• F•••••••• L••

SEWICKLEY, PA

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Search this name across graphsid dfx:ria:1f6fbd2d-b7dc-df6f-1ed4-53c29f9ff32f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 2, 2004 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 7, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Mar 23, 2023	n/a	yes	SEWICKLEY, PA	Current employment
L•• E••••••••• L••	Bd affiliated wealth	May 19, 2016	Apr 7, 2023	no	FORT MILL, SC\|PITTSBURGH, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• E••••••••• L••	L•• F•••••••• L••	Apr 7, 2023	Mar 23, 2023	-15	Firm change	Other
D•••••• • R••••••• A••••••••• I•••	L•• E••••••••• L••	Jul 15, 2016	May 19, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
8733:6413:PA:2023-04-07	Apr 7, 2023	Mar 23, 2023	PITTSBURGH, PA	Firm change
121786:8733:PA:2016-07-15	Jul 15, 2016	May 19, 2016	PITTSBURGH, PA	Firm change after gap

Relationships

Registered with (3)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Mar 23, 2023 to presentfactForm ADV
→ L•• E••••••••• L••Registered adviserregistration: previous registration
May 19, 2016 to Apr 7, 2023factForm ADV
→ D•••••• • R••••••• A••••••••• I•••Registered adviserregistration: previous registration
Dec 2, 2004 to Jul 15, 2016factForm ADV

Dated events

Occurred
Apr 7, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1f6fbd2d-b7dc-df6f-1ed4-53c29f9ff32f
First observed: Dec 2, 2004
Last observed: Sep 14, 2026 9 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.