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W••••• J••• S••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner19 years in industry

W••••• J••• S••••

Advisor at L••••••• F•••••••• M••••••••• L••

ARLINGTON, VA

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Search this name across graphsid dfx:ria:921ef646-e1d5-02b9-13f6-a94380453bc9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 5, 2007 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•••••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 2, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

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
L••••••• F•••••••• M••••••••• L••	State registered	Jan 1, 2025	n/a	yes	ARLINGTON, VA	Current employment
L••••••• F•••••••• M••••••••• L••	State registered	Feb 25, 2011	Dec 31, 2024	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
S•• F•••••••• I••	L••••••• F•••••••• M••••••••• L••	Oct 18, 2010	Feb 25, 2011	130	Firm change	Other
T•••• F•••••••• C••••••••• I•••	S•• F•••••••• I••	Feb 27, 2009

Relationships

Registered with (4)

→ L••••••• F•••••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 25, 2011 to Dec 31, 2024factForm ADV
→ S•• F•••••••• I••Registered adviserregistration: previous registration
Feb 25, 2009 to Oct 18, 2010factForm ADV
→ T•••• F•••••••• C••••••••• I•••Registered adviserregistration: previous registration
Jun 3, 2008 to Feb 27, 2009factForm ADV
→ U•• F•••••••• S••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:921ef646-e1d5-02b9-13f6-a94380453bc9
First observed: Feb 5, 2007
Last observed: Sep 14, 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.