Z••• J• B•••••

Advisor at L•• F•••••••• L••

••• Locked

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:515487e0-4a52-75e5-f608-6ae7d222ab1d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 12, 2009 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 9, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Feb 20, 2026	n/a	yes	SAN DIEGO, CA\|Daphne, AL\|DAPHNE, AL\|MOBILE, AL\|SPANISH FORT, AL\|GULF SHORES, AL\|MOBILE, AL\|THEODORE, AL\|FOLEY, AL\|MILLRY, AL\|SARALAND, AL\|CHATOM, AL\|MOBILE, AL\|ORANGE BEACH, AL\|BAY MINETTE, AL\|DAUPHIN ISLAND, AL\|CITRONELLE, AL	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Aug 16, 2023	Feb 20, 2026

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	L•• F•••••••• L••	Feb 20, 2026	Feb 20, 2026	0	Firm change	Ibd to ibd
P•• W••••• M•••••••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Aug 9, 2023	Aug 16, 2023

Relationships

Registered with (4)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Feb 20, 2026 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Aug 16, 2023 to Feb 20, 2026factForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Jul 16, 2012 to Aug 9, 2023factForm ADV
→ E••••• J••••

Dated events

Occurred
Feb 20, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Aug 9, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:515487e0-4a52-75e5-f608-6ae7d222ab1d
First observed: Oct 12, 2009
Last observed: Sep 15, 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.