DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

L••••• M•••• M••••••••

Advisor at J•• I••••••••• C•••••••

OMAHA, NE

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Search this name across graphsid dfx:ria:5923a51a-bdcd-63e3-4ebf-98e4f020fd62

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 7, 2015 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: J•• I••••••••• C•••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•• I••••••••• C•••••••	Mixed wealth	Apr 20, 2018	n/a	yes	OMAHA, NE	Current employment
L•••••• I••••••••• A•••••••• L••	No RAUM reported	Apr 7, 2015	Apr 17, 2018	no	ST LOUIS, MO\|OVERLAND PARK, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•••••• I••••••••• A•••••••• L••	J•• I••••••••• C•••••••	Apr 17, 2018	Apr 20, 2018	3	Firm change	Other

Relationships

Registered with (2)

→ J•• I••••••••• C•••••••Registered adviserregistration: current employment
Apr 20, 2018 to presentfactForm ADV
→ L•••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 7, 2015 to Apr 17, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5923a51a-bdcd-63e3-4ebf-98e4f020fd62
First observed: Apr 7, 2015
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.