DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

J••••• R•• L•••••

Advisor at F•••• P••••••• W•••••• L••

GILBERT, AZ

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Search this name across graphsid dfx:ria:96427839-df41-7f61-ca6d-1e18c8bfdb6f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 13, 2012 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 9, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• P••••••• W•••••• L••	Independent wealth	Jul 14, 2025	n/a	yes	GILBERT, AZ	Current employment
C•••••••• M••••••••• G••••	Former SEC adviser	Feb 21, 2024	Sep 23, 2025	no	Gilbert, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• M••••••••• G••••	F•••• P••••••• W•••••• L••	Sep 23, 2025	Jul 14, 2025	-71	Bulk transfer	RIA to RIA
C•••••• S••••• • C••• I•••	C•••••••• M••••••••• G••••	Feb 23, 2024	Feb 21, 2024

Relationships

Registered with (6)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Jul 14, 2025 to presentfactForm ADV
→ C•••••••• M••••••••• G••••Registered adviserregistration: previous registration
Feb 21, 2024 to Sep 23, 2025factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Jan 26, 2022 to Feb 23, 2024factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••

Dated events

Occurred
Feb 23, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:96427839-df41-7f61-ca6d-1e18c8bfdb6f
First observed: Nov 13, 2012
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.