J•• R•••• A••••

Advisor at L••• B•••••• F••••••••

HOUSTON, TX

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 5, 2013 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••• B•••••• F••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 20, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••• B•••••• F••••••••	State registered	Nov 8, 2018	n/a	yes	HOUSTON, TX	Current employment
P••• A••••• S••••••••• L••	Bd affiliated wealth	Jul 5, 2013	Nov 7, 2018	no	HOUSTON, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••• A••••• S••••••••• L••	L••• B•••••• F••••••••	Nov 7, 2018	Nov 8, 2018	1	Firm change	Ibd to state RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
46173:291718:TX:2018-11-07	Nov 7, 2018	Nov 8, 2018	HOUSTON, TX	Firm change

Relationships

Registered with (2)

→ L••• B•••••• F••••••••Registered adviserregistration: current employment
Nov 8, 2018 to presentfactForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Jul 5, 2013 to Nov 7, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 5, 2013
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.