DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

J••••• L•• M•••••

Advisor at E•••••••• A•••••••• L••

FORT WORTH, TX

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 graphsid dfx:ria:316e8e7c-94f7-4161-d198-bcf39e00bd7c

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 7, 2025 to Sep 16, 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: E•••••••• A•••••••• L••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Jan 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• A•••••••• L••	National bd RIA	Sep 8, 2026	n/a	yes	FORT WORTH, TX	Current employment
P••• A••••• S••••••••• L••	Bd affiliated wealth	Jul 7, 2025	n/a	yes	ADDISON, TX\|Rhome, TX	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••• A••••• S••••••••• L••	E•••••••• A•••••••• L••	Sep 15, 2026	Sep 8, 2026	-7	Firm change	Ibd to ibd

Relationships

Registered with (2)

→ E•••••••• A•••••••• L••Registered adviserregistration: current employment
Sep 8, 2026 to presentfactForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: current employment
Jul 7, 2025 to presentfactForm ADV

Dated events

Occurred
Sep 15, 2026
Advisor changed firm
••• Locked
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:316e8e7c-94f7-4161-d198-bcf39e00bd7c
First observed: Jul 7, 2025
Last observed: Sep 16, 2026 6 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.