DFX Intelligence

L••• J••• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

L••• J••• S•••••

Advisor at S••• C•••• C••••••• L••

Rexburg, ID | REXBURG, ID

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:49c3a501-8801-afa7-b26e-21c6bab94525

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 10, 2019 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: S••• C•••• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••• C•••• C••••••• L••	Independent wealth	Apr 17, 2026	n/a	yes	Rexburg, ID\|REXBURG, ID	Current employment
D••••••	Independent wealth	Aug 31, 2020	Jun 24, 2026	no	PHOENIX, AZ\|REXBURG, ID\|Albany, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D••••••	S••• C•••• C••••••• L••	Jun 24, 2026	Apr 17, 2026	-68	Firm change after gap	RIA to RIA
A•••••• A••••••• S•••••••	D••••••	Sep 8, 2020	Aug 31, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
104556:151367:ID:2020-09-08	Sep 8, 2020	Aug 31, 2020	REXBURG, ID	Firm change

Relationships

Registered with (3)

→ S••• C•••• C••••••• L••Registered adviserregistration: current employment
Apr 17, 2026 to presentfactForm ADV
→ D••••••Registered adviserregistration: previous registration
Aug 31, 2020 to Jun 24, 2026factForm ADV
→ A•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Oct 10, 2019 to Sep 8, 2020factForm ADV

Dated events

Occurred
Jun 24, 2026
Advisor changed firm
L••• J••• S••••• left Dynamic for S••• C•••• C••••••• L•• (registered 2026-04-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:49c3a501-8801-afa7-b26e-21c6bab94525
First observed: Oct 10, 2019
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.