J••• B•••••••

Advisor at S••••• L••• C••••••• L••

METAIRIE, LA

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 14, 2018 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••••• L••• C••••••• L••
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: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• L••• C••••••• L••	Independent wealth	May 18, 2023	n/a	yes	METAIRIE, LA	Current employment
A•••••• R••••••• C••••••	Independent wealth	Sep 23, 2021	May 31, 2023	no	Metairie, LA\|DALLAS, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• R••••••• C••••••	S••••• L••• C••••••• L••	May 31, 2023	May 18, 2023	-13	Firm change	RIA to new firm
E••••• J••••	A•••••• R••••••• C••••••	Sep 24, 2021	Sep 23, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
164109:324386:TX:2023-05-18	May 31, 2023	May 18, 2023	DALLAS, TX	Firm change

Relationships

Registered with (3)

→ S••••• L••• C••••••• L••Registered adviserregistration: current employment
May 18, 2023 to presentfactForm ADV
→ A•••••• R••••••• C••••••Registered adviserregistration: previous registration
Sep 23, 2021 to May 31, 2023factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
May 14, 2018 to Sep 24, 2021factForm ADV

Dated events

Order

Occurred
31 May 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 14, 2018
Last observed: Sep 14, 2026 10 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.