DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor10 years in industry

J•••• E•••• F••••••••

Advisor at L•• W••••• A•••••••• L••

HURST, TX | HONG KONG

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:71a0696d-ef9c-6046-4c28-60929aa7ae92

Data as of Sep 15, 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: 0
On other graphs: 0
Observed: Apr 11, 2025 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•• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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•• W••••• A•••••••• L••	Independent wealth	Apr 15, 2026	n/a	yes	HURST, TX\|HONG KONG	Current employment
L•• W•••••• L••	Independent wealth	Apr 11, 2025	Sep 3, 2026	no	EDISON, NJ\|Hong Kong	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• W•••••• L••	L•• W••••• A•••••••• L••	Sep 3, 2026	Apr 15, 2026	-141	Channel change	RIA to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
283891:338799:--:2026-09-02	Sep 3, 2026	Apr 15, 2026	HONG KONG	Channel change

Relationships

Registered with (2)

→ L•• W••••• A•••••••• L••Registered adviserregistration: current employment
Apr 15, 2026 to presentfactForm ADV
→ L•• W•••••• L••Registered adviserregistration: previous registration
Apr 11, 2025 to Sep 3, 2026factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:71a0696d-ef9c-6046-4c28-60929aa7ae92
First observed: Apr 11, 2025
Last observed: Sep 15, 2026 8 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.