DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst11 years in industry

N••••••• J•••• S••••••

Advisor at L•••

LOS ANGELES, CA | Atlanta, GA

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Search this name across graphsid dfx:ria:2cf24622-cc0e-7d24-010d-23761ace0fda

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Dec 8, 2022 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•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 4, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•••	Independent wealth	Jan 10, 2025	n/a	yes	LOS ANGELES, CA\|Atlanta, GA	Current employment
W•••••• A•••••••• L••	Independent wealth	Sep 18, 2023	Dec 23, 2024	no	BIRMINGHAM, AL\|ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••• A•••••••• L••	L•••	Dec 23, 2024	Jan 10, 2025	18	Firm change	RIA to RIA
P•••• F•••• W••••• A•••••••• L••	W•••••• A•••••••• L••	Sep 11, 2023	Sep 18, 2023

Relationships

Registered with (3)

→ L•••Registered adviserregistration: current employment
Jan 10, 2025 to presentfactForm ADV
→ W•••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 18, 2023 to Dec 23, 2024factForm ADV
→ P•••• F•••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 8, 2022 to Sep 11, 2023factForm ADV

Dated events

Occurred
Dec 23, 2024
Advisor changed firm
N••••••• J•••• S•••••• left W•••••• A•••••••• L•• for Lido (registered 2025-01-10)
Form ADVobserved 7 days ago
Occurred
Sep 11, 2023
Advisor changed firm
N••••••• J•••• S•••••• left P•••• F•••• W••••• A•••••••• L•• for W•••••• A•••••••• L•• (registered 2023-09-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2cf24622-cc0e-7d24-010d-23761ace0fda
First observed: Dec 8, 2022
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.