DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

A••••• J• B•••

Advisor at L•• F•••••••• L••

NORTH OAKS, MN

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Search this name across graphsid dfx:ria:897b0a14-64ea-ef2a-d51a-a4ee727b5483

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 26, 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Jun 1, 2026	n/a	yes	NORTH OAKS, MN	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Apr 21, 2020	Jun 11, 2026	no	Inver Grove Heights, MN\|Eagan, MN\|Bloomington, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	L•• F•••••••• L••	Jun 11, 2026	Jun 1, 2026	-10	Firm change	Ibd to ibd
C•• F•••••••• S•••••••• L•••	A••••••••• F•••••••• S•••••••• L••	Apr 28, 2020	Apr 21, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:6413:MN:2026-06-10	Jun 11, 2026	Jun 1, 2026	BLOOMINGTON, MN	Firm change

Relationships

Registered with (5)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Jun 1, 2026 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 21, 2020 to Jun 11, 2026factForm ADV
→ C•• F•••••••• S•••••••• L•••Registered adviserregistration: previous registration
Nov 15, 2019 to Apr 28, 2020factForm ADV
→ M•• I•••••••• S•••••••• L••

Dated events

Occurred
Jun 11, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:897b0a14-64ea-ef2a-d51a-a4ee727b5483
First observed: Sep 26, 2016
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.