DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)20 years in industry

J•••• T••••••••• D••••

Advisor at A••••••• R••••••• G••••• L••

••• Locked

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Search this name across graphsid dfx:ria:91118fb6-913c-5a04-9cf2-fdef73d3f2c9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Feb 26, 2007 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: A••••••• R••••••• G••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 28, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom 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•• F•••••••• L••	Bd affiliated wealth	Aug 3, 2022	n/a	yes	BEDFORD, NH\|SOMERVILLE, MA\|NEWMARKET, NH\|WOBURN, MA\|CONCORD, NH	Current employment
A••••••• R••••••• G••••• L••	State registered	Feb 21, 2020	n/a	yes	NEWMARKET, NH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••••• P••••••• A••••••••• I•••	A••••••• R••••••• G••••• L••	Feb 18, 2020	Feb 21, 2020	3	Firm change	RIA to state RIA
M••••••	M•• I•••••••• S•••••••• L••	Jan 25, 2018	Mar 25, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
151664:10409:KS:2018-01-25	Jan 25, 2018	Mar 25, 2017	OVERLAND PARK,, KS	Firm change after gap
14251:151664:NH:2017-03-25	Mar 25, 2017	Mar 16, 2015	MANCHESTER, NH	Firm change after gap

Relationships

Registered with (7)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Aug 3, 2022 to presentfactForm ADV
→ A••••••• R••••••• G••••• L••Registered adviserregistration: current employment
Feb 21, 2020 to presentfactForm ADV
→ N•••••••• P••••••• A••••••••• I•••Registered adviserregistration: previous registration
Oct 16, 2017 to Feb 18, 2020factForm ADV
→ M••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:91118fb6-913c-5a04-9cf2-fdef73d3f2c9
First observed: Feb 26, 2007
Last observed: Sep 15, 2026 8 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.