DFX Intelligence

J•••••• M••••• C•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)27 years in industry

J•••••• M••••• C•••••

Advisor at L•• F•••••••• L••

ALEXANDRIA, VA | FAIRFAX, VA

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Search this name across graphsid dfx:ria:488f0d71-5784-1d31-80a9-d6a72c9c0742

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 24, 2007 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•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 15, 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: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	May 15, 2025	n/a	yes	FAIRFAX, VA\|ALEXANDRIA, VA	Current employment
C••• F•••••••• S•••••••• L•••	Former SEC adviser	Nov 8, 2017	May 15, 2025	no	FAIRFAX, VA\|Manassas, VA\|Alexandria, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••• F•••••••• S•••••••• L•••	L•• F•••••••• L••	May 15, 2025	May 15, 2025	0	Bulk transfer	Ibd to ibd
C••••• I••••••••• S••••••• L••	C••• F•••••••• S•••••••• L•••	Jan 20, 2010	Nov 8, 2017

Relationships

Registered with (3)

→ L•• F•••••••• L••Registered adviserregistration: current employment
May 15, 2025 to presentfactForm ADV
→ C••• F•••••••• S•••••••• L•••Registered adviserregistration: previous registration
Nov 8, 2017 to May 15, 2025factForm ADV
→ C••••• I••••••••• S••••••• L••Registered adviserregistration: previous registration
Aug 24, 2007 to Jan 20, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:488f0d71-5784-1d31-80a9-d6a72c9c0742
First observed: Aug 24, 2007
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.