DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

J••••• M•••••• E••••••

Advisor at L•• F•••••••• L••

TALLAHASSEE, FL

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Search this name across graphsid dfx:ria:55c0edf4-b5cd-7754-5f23-cfd5220371c7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 11, 2023 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: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Apr 14, 2026	n/a	yes	TALLAHASSEE, FL\|TALLAHASSEE, FL	Current employment
W••••••••• S•••••• • C••• L••	Independent wealth	Sep 11, 2023	Mar 24, 2026	no	THOMASVILLE, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••••••• S•••••• • C••• L••	L•• F•••••••• L••	Mar 24, 2026	Apr 14, 2026	21	Firm change	RIA to ibd

Relationships

Registered with (2)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Apr 14, 2026 to presentfactForm ADV
→ W••••••••• S•••••• • C••• L••Registered adviserregistration: previous registration
Sep 11, 2023 to Mar 24, 2026factForm ADV

Dated events

Occurred
Mar 24, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:55c0edf4-b5cd-7754-5f23-cfd5220371c7
First observed: Sep 11, 2023
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.