J•••• B•• L••

Advisor at A••••• W••••• A••••••• I••••••••• M••••••••• ••••••

LOS ANGELES, CA

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:3e867751-0d90-cdc2-2059-429443752d28

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 13, 2012 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: A••••• W••••• A••••••• I••••••••• M••••••••• ••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• W••••• A••••••• I••••••••• M••••••••• ••••••	Independent wealth	Sep 26, 2022	n/a	yes	LOS ANGELES, CA	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Nov 13, 2012	Sep 20, 2022	no	LOS ANGELES, CA\|Los Angeles, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	A••••• W••••• A••••••• I••••••••• M••••••••• ••••••	Sep 20, 2022	Sep 26, 2022	6	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ A••••• W••••• A••••••• I••••••••• M••••••••• ••••••Registered adviserregistration: current employment
Sep 26, 2022 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Nov 13, 2012 to Sep 20, 2022factForm ADV

Dated events

Occurred
Sep 20, 2022
Advisor changed firm
J•••• B•• L•• left M•• I•••••••• S•••••••• L•• for A••••• W••••• A••••••• I••••••••• M••••••••• •••••• (registered 2022-09-26)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3e867751-0d90-cdc2-2059-429443752d28
First observed: Nov 13, 2012
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.