DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

J••••••• L••• J••••

Advisor at W•••• F•••• A•••••••

FRONT ROYAL, VA | ROANOKE, VA

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Search this name across graphsid dfx:ria:821fa70f-a91b-254d-b720-051b0389d5d8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 1, 2013 to Sep 15, 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•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Nov 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Jan 13, 2026	n/a	yes	ROANOKE, VA\|FRONT ROYAL, VA	Current employment
H••••••• F•••••••• L••	Independent wealth	Oct 13, 2020	Oct 1, 2025	no	GAINESVILLE, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••• F•••••••• L••	W•••• F•••• A•••••••	Oct 1, 2025	Jan 13, 2026	104	Firm change	RIA to wirehouse
A••••••• F•••••••• A•••••••• L••	H••••••• F•••••••• L••	Nov 19, 2020	Oct 13, 2020

Relationships

Registered with (4)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Jan 13, 2026 to presentfactForm ADV
→ H••••••• F•••••••• L••Registered adviserregistration: previous registration
Oct 13, 2020 to Oct 1, 2025factForm ADV
→ A••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 6, 2020 to Nov 19, 2020factForm ADV
→ A••••••••• F•••••••• S•••••••• L••

Dated events

Occurred
Oct 1, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:821fa70f-a91b-254d-b720-051b0389d5d8
First observed: May 1, 2013
Last observed: Sep 15, 2026 7 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.