DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

J•••• L••• F••••••

Advisor at S••••••• F•••••••• S•••••••• I•••

CHARLOTTESVILLE, VA

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Search this name across graphsid dfx:ria:23fdadfc-017d-14a4-8582-9e4c85a7b3aa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 31, 2015 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: S••••••• F•••••••• S•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••• F•••••••• S•••••••• I•••	Independent wealth	Mar 12, 2024	n/a	yes	CHARLOTTESVILLE, VA	Current employment
P•••••• A•••••• G••••• L••	Bd affiliated wealth	Oct 27, 2021	Mar 14, 2024	no	Charlottesville, VA\|MORRISTOWN, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••• A•••••• G••••• L••	S••••••• F•••••••• S•••••••• I•••	Mar 14, 2024	Mar 12, 2024	-2	Firm change	Ibd to RIA
T• A••••••••• I•••	P•••••• A•••••• G••••• L••	Jan 11, 2021	Oct 27, 2021

Relationships

Registered with (6)

→ S••••••• F•••••••• S•••••••• I•••Registered adviserregistration: current employment
Mar 12, 2024 to presentfactForm ADV
→ P•••••• A•••••• G••••• L••Registered adviserregistration: previous registration
Oct 27, 2021 to Mar 14, 2024factForm ADV
→ T• A••••••••• I•••Registered adviserregistration: previous registration
Feb 28, 2018 to Jan 11, 2021factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••

Dated events

Occurred
Mar 14, 2024
A•••••• firm change
J•••• L••• F•••••• left P•••••• A•••••• G••••• L•• for S••••••• F•••••••• S•••••••• I••• (registered 2024-03-12)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:23fdadfc-017d-14a4-8582-9e4c85a7b3aa
First observed: Jul 31, 2015
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.