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

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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

J••• B•••• P••••

Advisor at L•• F•••••••• L••

MADISON, FL | PERRY, FL

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Search this name across graphsid dfx:ria:3734378c-6b4f-2437-69fc-3293a24fe544

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 3, 2008 to Sep 15, 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•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 25, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms

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
L•• F•••••••• L••	Bd affiliated wealth	Oct 3, 2023	n/a	yes	PERRY, FL\|MADISON, FL	Current employment
S••••••••• A•••••• A•••••••• I•••	Former SEC adviser	Sep 27, 2016	Sep 29, 2023	no

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
S••••••••• A•••••• A•••••••• I•••	L•• F•••••••• L••	Sep 29, 2023	Oct 3, 2023	4	Firm change	Ibd to ibd
S••••••• P•••••• F••••••••• L••	S••••••••• A•••••• A•••••••• I•••	Sep 23, 2016

Relationships

Registered with (5)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Oct 3, 2023 to presentfactForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 27, 2016 to Sep 29, 2023factForm ADV
→ S••••••• P•••••• F••••••••• L••Registered adviserregistration: previous registration
May 26, 2015 to Sep 23, 2016factForm ADV
→ T••••• • W•••••••• I•••

Dated events

Occurred
Sep 29, 2023
Advisor changed firm
J••• B•••• P•••• left S••••••••• A•••••• A•••••••• I••• for L•• F•••••••• L•• (registered 2023-10-03)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3734378c-6b4f-2437-69fc-3293a24fe544
First observed: Mar 3, 2008
Last observed: Sep 15, 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.