A•••• R••••

Advisor at L•• E••••••••• L••

HOLMDEL, NJ | BASKING RIDGE, NJ

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:1f74d5a5-b367-d7a6-e360-4b37867b13dc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 9, 2004 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•• E••••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• E••••••••• L••	Bd affiliated wealth	Nov 14, 2024	n/a	yes	BASKING RIDGE, NJ\|HOLMDEL, NJ	Current employment
P•••• S••••••••• L••	No RAUM reported	Jan 30, 2020	Nov 14, 2024	no	EAST BRUNSWICK, NJ\|Basking Ridge, NJ\|Basking Ridge, NJ\|Basking Ridge, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••• S••••••••• L••	L•• E••••••••• L••	Nov 14, 2024	Nov 14, 2024	0	Bulk transfer	Ibd to new firm
J••••• M••••••••• S•••• L••	P•••• S••••••••• L••	Feb 6, 2020	Jan 30, 2020

Relationships

Registered with (6)

→ L•• E••••••••• L••Registered adviserregistration: current employment
Nov 14, 2024 to presentfactForm ADV
→ P•••• S••••••••• L••Registered adviserregistration: previous registration
Jan 30, 2020 to Nov 14, 2024factForm ADV
→ J••••• M••••••••• S•••• L••Registered adviserregistration: previous registration
Feb 17, 2016 to Feb 6, 2020factForm ADV
→ A•• G••••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1f74d5a5-b367-d7a6-e360-4b37867b13dc
First observed: Jul 9, 2004
Last observed: Sep 15, 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.