DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

J••• L•••• L•••••••

Advisor at E•• F•••••••• A•••••••

ROANOKE, VA | DYERSBURG, TN

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Search this name across graphsid dfx:ria:71fbe872-46f9-afbc-7b54-5ddc5ebd175a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: May 29, 2024 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: E•• F•••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•• F•••••••• A•••••••	Independent wealth	May 15, 2026	n/a	yes	ROANOKE, VA\|DYERSBURG, TN	Current employment
B••••••••• W••••• A•••••••• L••	No RAUM reported	Nov 24, 2025	Apr 22, 2026	no	Dyersburg, TN\|WHEATON, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• W••••• A•••••••• L••	E•• F•••••••• A•••••••	Apr 22, 2026	May 15, 2026	23	Firm change	Other
S•••• I••••• S••••••••• L••	B••••••••• W••••• A•••••••• L••	Jul 15, 2024	Nov 24, 2025

Relationships

Registered with (3)

→ E•• F•••••••• A•••••••Registered adviserregistration: current employment
May 15, 2026 to presentfactForm ADV
→ B••••••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Nov 24, 2025 to Apr 22, 2026factForm ADV
→ S•••• I••••• S••••••••• L••Registered adviserregistration: previous registration
May 29, 2024 to Jul 15, 2024factForm ADV

Dated events

Occurred
Apr 22, 2026
Advisor changed firm
J••• L•••• L••••••• left B••••••••• W••••• A•••••••• L•• for E•• F•••••••• A••••••• (registered 2026-05-15)
Form ADVobserved 7 days ago
Occurred
Jul 15, 2024
Advisor changed firm
J••• L•••• L••••••• left S•••• I••••• S••••••••• L•• for B••••••••• W••••• A•••••••• L•• (registered 2025-11-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:71fbe872-46f9-afbc-7b54-5ddc5ebd175a
First observed: May 29, 2024
Last observed: Sep 14, 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.