B•••• J• L•••••

Advisor at E••••• H••••••• L••

STAMFORD, CT

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Search this name across graphsid dfx:ria:8030c30c-683e-6c82-b69b-30b850d3d56d

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 23, 2019 to Sep 16, 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••••• H••••••• L••
Current firm class: state registeredderived
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: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••• H••••••• L••	State registered	Aug 28, 2025	n/a	yes	STAMFORD, CT	Current employment
C•• A•••• M••••••••• I•••	Independent wealth	Apr 23, 2019	Jan 31, 2025	no	SOUTHFIELD, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•• A•••• M••••••••• I•••	E••••• H••••••• L••	Jan 31, 2025	Aug 28, 2025	209	Firm change	RIA to state RIA

Relationships

Registered with (2)

→ E••••• H••••••• L••Registered adviserregistration: current employment
Aug 28, 2025 to presentfactForm ADV
→ C•• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Apr 23, 2019 to Jan 31, 2025factForm ADV

Dated events

Occurred
Jan 31, 2025
Advisor changed firm
B•••• J• L••••• left C•• A•••• M••••••••• I••• for E••••• H••••••• L•• (registered 2025-08-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8030c30c-683e-6c82-b69b-30b850d3d56d
First observed: Apr 23, 2019
Last observed: Sep 16, 2026 6 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.