J•••• D• L•••••

Advisor at L••••• W••••• P•••••••

JOHNS CREEK, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:853d8289-85b4-b332-d11a-828c0b292063

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 15, 2002 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••••• W••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 4, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••• W••••• P•••••••	Independent wealth	Mar 6, 2020	n/a	yes	JOHNS CREEK, GA	Current employment
L••••• W••••• P•••••••	Independent wealth	Oct 28, 2019	Dec 31, 2019	no	JOHNS CREEK, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••	L••••• W••••• P•••••••	Nov 23, 2021	Oct 28, 2019	-757	Firm change after gap	Other
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••	Jan 7, 2010

Relationships

Registered with (5)

→ L••••• W••••• P•••••••Registered adviserregistration: previous registration
Oct 28, 2019 to Dec 31, 2019factForm ADV
→ U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••Registered adviserregistration: previous registration
Jan 6, 2010 to Nov 23, 2021factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jan 2, 2009 to Jan 7, 2010factForm ADV
→ R•••••• J•••• F•••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:853d8289-85b4-b332-d11a-828c0b292063
First observed: Jul 15, 2002
Last observed: Sep 14, 2026 9 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.