DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor27 years in industry

L••••• M•••••••• M•••••••

Advisor at L••••• J•••• F••••••••

SAN ANTONIO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:965d52d4-943f-875f-6307-7f617df9e1b8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 10, 2009 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••••• J•••• F••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 19, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••• J•••• F••••••••	State registered	Mar 10, 2020	n/a	yes	SAN ANTONIO, TX	Current employment
L••••• J•••• F••••••••	State registered	Apr 30, 2012	Dec 31, 2019	no	SAN ANTONIO, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• S••••••••• I•••	L••••• J•••• F••••••••	Apr 30, 2012	Apr 30, 2012	0	Firm change	Other
U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••	P•••••••• S••••••••• I•••	Dec 17, 2010	Jan 29, 2011

Relationships

Registered with (3)

→ L••••• J•••• F••••••••Registered adviserregistration: previous registration
Apr 30, 2012 to Dec 31, 2019factForm ADV
→ P•••••••• S••••••••• I•••Registered adviserregistration: previous registration
Jan 29, 2011 to Apr 30, 2012factForm ADV
→ U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••Registered adviserregistration: previous registration
Aug 10, 2009 to Dec 17, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:965d52d4-943f-875f-6307-7f617df9e1b8
First observed: Aug 10, 2009
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.