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

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RIA / WealthAdvisor26 years in industry

J••••• M••••• L•••••

Advisor at L••••• A•••• M••••••••• L••

SPRINGFIELD, MO | Ava, MO

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Search this name across graphsid dfx:ria:7b92f7bb-f6aa-1495-73b1-0f709d3e10c3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 23, 2011 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: L••••• A•••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••• A•••• M••••••••• L••	State registered	Sep 10, 2014	n/a	yes	SPRINGFIELD, MO\|Ava, MO	Current employment
B••••••••• C•••••• M••••••••• L••	Independent wealth	May 23, 2011	Aug 19, 2014	no	SPRINGFIELD, MO\|WHEATON, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• C•••••• M••••••••• L••	L••••• A•••• M••••••••• L••	Aug 19, 2014	Sep 10, 2014	22	Firm change	Other

Relationships

Registered with (2)

→ L••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Sep 10, 2014 to presentfactForm ADV
→ B••••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
May 23, 2011 to Aug 19, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7b92f7bb-f6aa-1495-73b1-0f709d3e10c3
First observed: May 23, 2011
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.