DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

J••••• L•••• G••••••••

Advisor at W••••••••• A•••••••

ALISO VIEJO, CA | Madison, WI

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Search this name across graphsid dfx:ria:7ad30f43-539f-668b-5119-2d8682261253

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 13, 2010 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: W••••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••••• A•••••••	Independent wealth	Jun 2, 2026	n/a	yes	Madison, WI	Current employment
W••••••••• R••••••••• A•••••••	Institutional manager	Jun 18, 2019	n/a	yes	Madison, WI\|ALISO VIEJO, CA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••••••• A•••••••	W••••••••• R••••••••• A•••••••	Jan 2, 2020	Jun 18, 2019	-198	Channel change	Other
B•••• T•••• I••••••••• A•••••••	W••••••••• A•••••••	Jul 8, 2013	Jun 12, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
168095:121254:WI:2019-12-31	Jan 2, 2020	Jun 18, 2019	MADISON, WI	Firm change after gap

Relationships

Registered with (5)

→ W••••••••• A•••••••Registered adviserregistration: current employment
Jun 2, 2026 to presentfactForm ADV
→ W••••••••• R••••••••• A•••••••Registered adviserregistration: current employment
Jun 18, 2019 to presentfactForm ADV
→ W••••••••• A•••••••Registered adviserregistration: previous registration
Jun 12, 2013 to Jan 2, 2020factForm ADV
→ B•••• T•••• I••••••••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7ad30f43-539f-668b-5119-2d8682261253
First observed: Aug 13, 2010
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.