DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner19 years in industry

J••••• L•• W••••••

Advisor at G•••• R•••• F••••••••

PLYMOUTH, MN

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Search this name across graphsid dfx:ria:7fff63a0-91c2-38a9-b7b6-d2900260de58

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Sep 12, 2007 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: G•••• R•••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 10, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• R•••• F••••••••	Independent wealth	Jul 9, 2021	n/a	yes	PLYMOUTH, MN	Current employment
O•••••••••	Institutional manager	Dec 22, 2014	Dec 15, 2021	no	GOLDEN VALLEY, MN\|OVERLAND PARK, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••••••••	G•••• R•••• F••••••••	Dec 15, 2021	Jul 9, 2021	-159	Firm change after gap	Other
L•• F•••••••• L••	F•••••••• A•••••••• A••••••• S•••••••	Sep 7, 2016	Jan 28, 2014

Relationships

Registered with (5)

→ G•••• R•••• F••••••••Registered adviserregistration: current employment
Jul 9, 2021 to presentfactForm ADV
→ O•••••••••Registered adviserregistration: previous registration
Dec 22, 2014 to Dec 15, 2021factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Feb 5, 2010 to Sep 7, 2016factForm ADV
→ F•••••••• A•••••••• A••••••• S•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7fff63a0-91c2-38a9-b7b6-d2900260de58
First observed: Sep 12, 2007
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.