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

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RIA / WealthAdvisor10 years in industry

J••••• L•••• A••••••

Advisor at P••••• S••••• F•••••••••

MESA, AZ | KANSAS CITY, MO

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Search this name across graphsid dfx:ria:8cf24818-7cae-43dc-ff1d-88fb62203a8c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 23, 2015 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: P••••• S••••• F•••••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 23, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Current registrations

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• W••••• M••••••••• L••	Independent wealth	Aug 29, 2025	n/a	yes	MESA, AZ\|KANSAS CITY, MO	Current employment
P••••• S••••• F•••••••••	Independent wealth	Nov 30, 2015	n/a	yes	MESA, AZ

Relationships

Registered with (2)

→ M••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Aug 29, 2025 to presentfactForm ADV
→ P••••• S••••• F•••••••••Registered adviserregistration: current employment
Nov 30, 2015 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8cf24818-7cae-43dc-ff1d-88fb62203a8c
First observed: Oct 23, 2015
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.