I•••• D•••••••

Advisor at J•••••••• I••••••••• A••••••• L••

NEW YORK, NY | Miami, FL

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:4682a399-ebfe-5fae-5395-c468906a84d8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 5, 2006 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: J•••••••• I••••••••• A••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Oct 4, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•••••••• I••••••••• A••••••• L••	Mixed wealth	May 31, 2023	n/a	yes	Miami, FL\|NEW YORK, NY	Current employment
L••••••• A•••• M••••••••• L••	Asset manager	Apr 27, 2021	Aug 14, 2023	no	Miami, FL\|NEW YORK, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••••• A•••• M••••••••• L••	J•••••••• I••••••••• A••••••• L••	Aug 14, 2023	May 31, 2023	-75	Bulk transfer	RIA to new firm
M••••• S••••••	L••••••• A•••• M••••••••• L••	Aug 13, 2020	Apr 27, 2021

Relationships

Registered with (6)

→ J•••••••• I••••••••• A••••••• L••Registered adviserregistration: current employment
May 31, 2023 to presentfactForm ADV
→ L••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Apr 27, 2021 to Aug 14, 2023factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Mar 16, 2016 to Aug 13, 2020factForm ADV
→ C••••• S••••• S••••••••• •••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4682a399-ebfe-5fae-5395-c468906a84d8
First observed: Oct 5, 2006
Last observed: Sep 15, 2026 7 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.