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

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RIA / WealthAdvisor12 years in industry

J•••• R• S••••••••

Advisor at L•••

New Albany, OH | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:21881526-ca2e-7f31-95db-32a3be82800e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 18, 2025 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•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•••	Independent wealth	Jan 30, 2026	n/a	yes	New Albany, OH\|LOS ANGELES, CA	Current employment
W••••••••• W••••• M•••••••• L•••	Independent wealth	Jun 18, 2025	Dec 11, 2025	no	MANSFIELD, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••••••• W••••• M•••••••• L•••	L•••	Dec 11, 2025	Jan 30, 2026	50	Firm change	RIA to RIA

Relationships

Registered with (2)

→ L•••Registered adviserregistration: current employment
Jan 30, 2026 to presentfactForm ADV
→ W••••••••• W••••• M•••••••• L•••Registered adviserregistration: previous registration
Jun 18, 2025 to Dec 11, 2025factForm ADV

Dated events

Occurred
Dec 11, 2025
Advisor changed firm
J•••• R• S•••••••• left W••••••••• W••••• M•••••••• L••• for Lido (registered 2026-01-30)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:21881526-ca2e-7f31-95db-32a3be82800e
First observed: Jun 18, 2025
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.