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J•••• P•••••• O•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

J•••• P•••••• O•••••

Advisor at L•• F•••••••• L••

ORLAND PARK, IL

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Search this name across graphsid dfx:ria:5471b3b0-9193-0fa0-5bbe-cf35512f6f61

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 24, 2005 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 publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 6, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Sep 7, 2017	n/a	yes	ORLAND PARK, IL	Current employment
J••• M••••• S••••••••• L••	Wirehouse	May 12, 2016	Aug 30, 2017	no	WILLOWBROOK, IL\|HINSDALE, IL

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	L•• F•••••••• L••	Aug 30, 2017	Sep 7, 2017	8	Firm change	Other
C••••••••• I••••••••• L••	J••• M••••• S••••••••• L••	Jan 24, 2006

Relationships

Registered with (4)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Sep 7, 2017 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
May 12, 2016 to Aug 30, 2017factForm ADV
→ C••••••••• I••••••••• L••Registered adviserregistration: previous registration
Dec 6, 2005 to Jan 24, 2006factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5471b3b0-9193-0fa0-5bbe-cf35512f6f61
First observed: May 24, 2005
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.