DFX Intelligence

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

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RIA / WealthAdvisor21 years in industry

J•••• L•••• W••••••

Advisor at Y••• I•• L••

ST. GEORGE, UT | MESA, AZ

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Search this name across graphsid dfx:ria:594b2df0-c3cf-b518-d9f3-65373897cde0

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

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 10, 2009 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: Y••• I•• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
Y••• I•• L••	Independent wealth	Dec 4, 2025	n/a	yes	MESA, AZ\|ST. GEORGE, UT	Current employment
T••••••••• W••••• M•••••••••	Independent wealth	Sep 18, 2024	Jan 2, 2026	no	CARMEL BY THE SEA, CA\|Mesa, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• W••••• M•••••••••	Y••• I•• L••	Jan 2, 2026	Dec 4, 2025	-29	Firm change	RIA to new firm
S•• I••••••••• A•••••••• I•••	T••••••••• W••••• M•••••••••	Oct 17, 2024	Sep 18, 2024

Relationships

Registered with (5)

→ Y••• I•• L••Registered adviserregistration: current employment
Dec 4, 2025 to presentfactForm ADV
→ T••••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Sep 18, 2024 to Jan 2, 2026factForm ADV
→ S•• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Dec 21, 2021 to Oct 17, 2024factForm ADV
→ T••••••••• F•••••••• A•••••••• L••

Dated events

Occurred
Jan 2, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Oct 17, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:594b2df0-c3cf-b518-d9f3-65373897cde0
First observed: Mar 10, 2009
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.