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

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

J••• L•••••••

Advisor at C••••••

McLean, VA

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Search this name across graphsid dfx:ria:2831018e-dcb3-8698-aba3-745186c45edf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 1, 2006 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: C••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 29, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••	Independent wealth	Jun 3, 2024	n/a	yes	McLean, VA	Current employment
K•• P•••••• W••••• G••••• L••	Independent wealth	Oct 29, 2015	Jun 3, 2024	no	TYSON, VA

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
K•• P•••••• W••••• G••••• L••	C••••••	Jun 3, 2024	Jun 3, 2024	0	Firm change	RIA to RIA
A••••••••• F•••••••• S•••••••• L••	K•• P•••••• W••••• G••••• L••	Nov 10, 2015

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6363:281678:VA:2015-11-10	Nov 10, 2015	Oct 29, 2015	VIENNA, VA	Firm change

Relationships

Registered with (3)

→ C••••••Registered adviserregistration: current employment
Jun 3, 2024 to presentfactForm ADV
→ K•• P•••••• W••••• G••••• L••Registered adviserregistration: previous registration
Oct 29, 2015 to Jun 3, 2024factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jan 1, 2006 to Nov 10, 2015factForm ADV

Dated events

Occurred
Jun 3, 2024
Advisor changed firm
J••• L••••••• left K•• P•••••• W••••• G••••• L•• for Corient (registered 2024-06-03)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2831018e-dcb3-8698-aba3-745186c45edf
First observed: Jan 1, 2006
Last observed: Sep 14, 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.