DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

J•••• L••• G•••••••

Advisor at M••• F•••••••• L••• D•••••

GLENDALE, CA

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Search this name across graphsid dfx:ria:7f9f2fc2-7b28-79c6-03a5-f944c667b453

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 9, 2016 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: M••• F•••••••• L••• D•••••
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: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••• F•••••••• L••• D•••••	Independent wealth	Jun 16, 2023	n/a	yes	GLENDALE, CA	Current employment
F•••••••• F•••••••• P••••••• • W••••• M••••••••• L••	Former SEC adviser	Nov 9, 2016	May 11, 2023	no	PHOENIX, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• F•••••••• P••••••• • W••••• M••••••••• L••	M••• F•••••••• L••• D•••••	May 11, 2023	Jun 16, 2023	36	Firm change	RIA to RIA

Relationships

Registered with (2)

→ M••• F•••••••• L••• D•••••Registered adviserregistration: current employment
Jun 16, 2023 to presentfactForm ADV
→ F•••••••• F•••••••• P••••••• • W••••• M••••••••• L••Registered adviserregistration: previous registration
Nov 9, 2016 to May 11, 2023factForm ADV

Dated events

Occurred
May 11, 2023
Advisor changed firm
J•••• L••• G••••••• left F•••••••• F•••••••• P••••••• • W••••• M••••••••• L•• for M••• F•••••••• L••• D••••• (registered 2023-06-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7f9f2fc2-7b28-79c6-03a5-f944c667b453
First observed: Nov 9, 2016
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.