DFX Intelligence

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

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RIA / WealthAdvisor17 years in industry

W••••• R• J•••••

Advisor at L••••• F•••••••• A•••••••

SAINT SIMONS ISLAND, GA

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Search this name across graphsid dfx:ria:281074c5-7bdb-984a-6531-11a9f4b10284

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 4, 2016 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•••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••• F•••••••• A•••••••	Independent wealth	May 20, 2020	n/a	yes	SAINT SIMONS ISLAND, GA	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Nov 5, 2020	Feb 3, 2022	no	ST. SIMONS ISLAND, GA\|SAINT SIMONS ISLAND, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	n/a	Feb 3, 2022	n/a	n/a	Departure no registered destination	Departure
F•••• A••••• A••••••• S•••••••• I•••	L••••• F•••••••• A•••••••	Nov 12, 2020	May 20, 2020	-176

Relationships

Registered with (4)

→ L••••• F•••••••• A•••••••Registered adviserregistration: current employment
May 20, 2020 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Nov 5, 2020 to Feb 3, 2022factForm ADV
→ F•••• A••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jan 24, 2020 to Nov 12, 2020factForm ADV
→ L••••• F•••••••• A•••••••• L••

Dated events

Occurred
Feb 3, 2022
Advisor departed, no destination yet
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:281074c5-7bdb-984a-6531-11a9f4b10284
First observed: Jan 4, 2016
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.