J••• D• L•••

Advisor at L••••• W••••• M••••••••• L••

BOISE, ID | Meridian, ID

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:969b6852-c456-16f9-40ce-6104389bf732

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 12, 2013 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: L••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••• W••••• M••••••••• L••	Independent wealth	Oct 23, 2023	n/a	yes	Meridian, ID\|BOISE, ID	Current employment
L••• S••••• A•••••••• L••	Former SEC adviser	May 7, 2021	Oct 16, 2023	no	San Ramon, CA\|AUSTIN, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••• S••••• A•••••••• L••	L••••• W••••• M••••••••• L••	Oct 16, 2023	Oct 23, 2023	7	Firm change	Ibd to RIA
A••••••• A••••••• S•••••••	L••• S••••• A•••••••• L••	May 19, 2021	May 7, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
14869:167610:AZ:2021-05-17	May 19, 2021	May 7, 2021	GLENDALE, AZ	Firm change

Relationships

Registered with (3)

→ L••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Oct 23, 2023 to presentfactForm ADV
→ L••• S••••• A•••••••• L••Registered adviserregistration: previous registration
May 7, 2021 to Oct 16, 2023factForm ADV
→ A••••••• A••••••• S•••••••Registered adviserregistration: previous registration
Apr 12, 2013 to May 19, 2021factForm ADV

Dated events

Occurred
Oct 16, 2023
Advisor changed firm
J••• D• L••• left L••• S••••• A•••••••• L•• for L••••• W••••• M••••••••• L•• (registered 2023-10-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:969b6852-c456-16f9-40ce-6104389bf732
First observed: Apr 12, 2013
Last observed: Sep 15, 2026 7 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.