DFX Intelligence

W•••• N•• H••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor27 years in industry

W•••• N•• H••••••••

Advisor at L••••• C•••••• A•••••••• L••

LOS ANGELES, CA

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Search this name across graphsid dfx:ria:4176717b-19b2-5464-4791-ff89b3889ee2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 8, 2014 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••••• C•••••• A•••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Jan 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••• C•••••• A•••••••• L••	Other adviser	Aug 27, 2025	n/a	yes	LOS ANGELES, CA	Current employment
L••••• C•••••• A•••••••• L••	Other adviser	Jan 8, 2014	Dec 31, 2017	no	LOS ANGELES, CA	Previous registration

Relationships

Registered with (1)

→ L••••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 8, 2014 to Dec 31, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4176717b-19b2-5464-4791-ff89b3889ee2
First observed: Jan 8, 2014
Last observed: Sep 14, 2026 9 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.