DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner29 years in industry

J••• L•• F••••••

Advisor at L•••••• P•••• F•••••••• G••••

AVON, OH

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Search this name across graphsid dfx:ria:3b2313de-cc1a-44b5-525a-179f38efbef6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 6, 1999 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•••••• P•••• F•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•••••• P•••• F•••••••• G••••	Independent wealth	Jul 20, 2021	n/a	yes	AVON, OH	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Oct 6, 1999	Jun 29, 2021	no	TIFFIN, OH\|BELLEVUE, OH\|ELYRIA, OH\|SHEFFIELD VILLAGE, OH\|AVON, OH\|AVON, OH\|BELLEVUE, OH\|Avon, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	L•••••• P•••• F•••••••• G••••	Jun 29, 2021	Jul 20, 2021	21	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:312978:OH:2021-06-21	Jun 29, 2021	Jul 20, 2021	AVON, OH	Firm change

Relationships

Registered with (2)

→ L•••••• P•••• F•••••••• G••••Registered adviserregistration: current employment
Jul 20, 2021 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 6, 1999 to Jun 29, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3b2313de-cc1a-44b5-525a-179f38efbef6
First observed: Oct 6, 1999
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.