DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)20 years in industry

A••••• A•••••••• J••••••

Advisor at L•• F•••••••• L••

••• Locked

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 graphsid dfx:ria:60d6c4a3-df4b-9236-9c6f-3e41022027b1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 10, 2006 to Sep 15, 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 27, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Sep 9, 2025	n/a	yes	EAGLE, ID\|SAN DIEGO, CA\|Eagle, ID	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jan 8, 2019	Sep 10, 2025	no	BOISE, ID\|Eagle, ID

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	L•• F•••••••• L••	Sep 10, 2025	Sep 9, 2025	-1	Firm change	Ibd to ibd
R•••••• J•••• • A••••••••• I•••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Dec 20, 2018	Jan 8, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:6413:ID:2025-08-28	Sep 10, 2025	Sep 9, 2025	EAGLE, ID	Firm change
705:149018:FL:2018-12-10	Dec 20, 2018	Jan 8, 2019	ST PETERSBURG, FL	Firm change

Relationships

Registered with (4)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Sep 9, 2025 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jan 8, 2019 to Sep 10, 2025factForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Jan 28, 2013 to Dec 20, 2018factForm ADV
→ R•••••• J•••• F•••••••• S•••••••• I•••

Dated events

Occurred
Sep 10, 2025
Advisor changed firm
A••••• A•••••••• J•••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for L•• F•••••••• L•• (registered 2025-09-09)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:60d6c4a3-df4b-9236-9c6f-3e41022027b1
First observed: Jul 10, 2006
Last observed: Sep 15, 2026 7 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.