DFX Intelligence

Z•• D••••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analystdual registered (broker-dealer)10 years in industry

Z•• D••••• M•••••

Advisor at L•• E••••••••• L••

JACKSONVILLE, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Dec 8, 2021 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•• E••••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
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: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• E••••••••• L••	Bd affiliated wealth	Jul 16, 2026	n/a	yes	JACKSONVILLE, FL	Current employment
U•••••• W••••• P•••••••	Independent wealth	Mar 4, 2025	Feb 19, 2026	no	JACKSONVILLE BEACH, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•••••• W••••• P•••••••	L•• E••••••••• L••	Feb 19, 2026	Jul 16, 2026	147	Firm change	RIA to ibd
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	U•••••• W••••• P•••••••	Jan 28, 2022	Mar 4, 2025

Relationships

Registered with (3)

→ L•• E••••••••• L••Registered adviserregistration: current employment
Jul 16, 2026 to presentfactForm ADV
→ U•••••• W••••• P•••••••Registered adviserregistration: previous registration
Mar 4, 2025 to Feb 19, 2026factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Dec 8, 2021 to Jan 28, 2022factForm ADV

Dated events

Order

Occurred
19 Feb 2026
Advisor changed firm
••• Locked
Form ADV
Occurred
28 Jan 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 8, 2021
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.