DFX Intelligence

Data Factory

RIA / WealthAdvisor12 years in industry

Justin Lamar Ross

Advisor at UNIFIMONEY RIA

AUSTIN, TX | Dallas, 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:3f333807-0915-56e7-e530-eaa0e1fb8509

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 7, 2017 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: UNIFIMONEY RIA
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 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: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 4, 2017
First registration: Nov 7, 2017
Dual registered: no
Other names: J Lamar Ross|Justin L Ross|J L Ross|JUSTIN LAMAR ROSS|Justin Ross
IAPD individual key: 6846184

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
UNIFIMONEY RIA	Independent wealth	Feb 25, 2026	n/a	yes	AUSTIN, TX\|Dallas, TX	Current employment
UNIFIMONEY RIA	Independent wealth	Mar 5, 2024	Dec 31, 2024	no	AUSTIN, TX\|Gastonia, NC	Previous registration
KINLY ADVISORS, LLC	Former SEC adviser	Jun 6, 2022	Dec 31, 2022	no	Gastonia, NC\|OVERLAND PARK, KS	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Sep 25, 2020	Feb 18, 2021	no	Gastonia, NC\|Gastonia, NC\|Charlotte, NC\|Charlotte, NC	Previous registration
ROBERT W. BAIRD & CO. INCORPORATED	Mixed wealth	Nov 26, 2018	Aug 19, 2020	no	Charlotte, NC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 7, 2017	Nov 29, 2018	no	CHARLOTTE, NC	Previous registration

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
KINLY ADVISORS, LLC	UNIFIMONEY RIA	Dec 31, 2022	Mar 5, 2024	430	Firm change after gap	Other
J.P. MORGAN SECURITIES LLC	KINLY ADVISORS, LLC	Feb 18, 2021	Jun 6, 2022	473	Firm change after gap	Wirehouse to new firm
ROBERT W. BAIRD & CO. INCORPORATED	J.P. MORGAN SECURITIES LLC	Aug 19, 2020	Sep 25, 2020	37	Firm change	RIA to wirehouse
WELLS FARGO ADVISORS	ROBERT W. BAIRD & CO. INCORPORATED	Nov 29, 2018	Nov 26, 2018	-3	Firm change	Wirehouse to RIA

Relationships

Registered with (5)

→ UNIFIMONEY RIARegistered adviserregistration: previous registration
Mar 5, 2024 to Dec 31, 2024factForm ADV
→ KINLY ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 6, 2022 to Dec 31, 2022factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Sep 25, 2020 to Feb 18, 2021factForm ADV
→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserregistration: previous registration
Nov 26, 2018 to Aug 19, 2020factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 7, 2017 to Nov 29, 2018factForm ADV

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
Justin Lamar Ross left Kinly Advisors, Llc for Unifimoney Ria (registered 2024-03-05)
Form ADVobserved 4 days ago