DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

L•••• L•• S••••••

Advisor at J•••• R•••• A•••• M••••••••• L••

MIDLOTHIAN, VA

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Search this name across graphsid dfx:ria:6d865624-2aa7-9dec-88ee-56f66b64d7bf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: May 6, 2014 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•••• R•••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 18, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•••• R•••• A•••• M••••••••• L••	Independent wealth	Jan 31, 2024	n/a	yes	MIDLOTHIAN, VA	Current employment
E•••••• F•••••••• E••••••	Independent wealth	Apr 18, 2022	Nov 21, 2023	no	HENRICO, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• F•••••••• E••••••	J•••• R•••• A•••• M••••••••• L••	Nov 21, 2023	Jan 31, 2024	71	Firm change	RIA to RIA
J•••• R•••• A•••• M••••••••• L••	E•••••• F•••••••• E••••••	Apr 1, 2022	Apr 18, 2022

Relationships

Registered with (3)

→ J•••• R•••• A•••• M••••••••• L••Registered adviserregistration: previous registration
May 14, 2021 to Apr 1, 2022factForm ADV
→ E•••••• F•••••••• E••••••Registered adviserregistration: previous registration
Apr 18, 2022 to Nov 21, 2023factForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
May 6, 2014 to Nov 4, 2014factForm ADV

Dated events

Occurred
Nov 21, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 1, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6d865624-2aa7-9dec-88ee-56f66b64d7bf
First observed: May 6, 2014
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.