DFX Intelligence

A••••••• G•••• H••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor23 years in industry

A••••••• G•••• H••••

Advisor at J• S••••••••• L••

GAINESVILLE, GA | Clarkesville, GA

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Search this name across graphsid dfx:ria:99ec50d6-0959-8a8f-f8d1-c6320d257117

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 11, 2017 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: J• S••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 19, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J• S••••••••• L••	Independent wealth	Aug 8, 2024	n/a	yes	GAINESVILLE, GA\|Clarkesville, GA	Current employment
B•• P•••••••• I•••	Bd affiliated wealth	Apr 11, 2017	Aug 1, 2024	no	Clarkesville, GA\|CEDAR RAPIDS, IA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•• P•••••••• I•••	J• S••••••••• L••	Aug 1, 2024	Aug 8, 2024	7	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ J• S••••••••• L••Registered adviserregistration: current employment
Aug 8, 2024 to presentfactForm ADV
→ B•• P•••••••• I•••Registered adviserregistration: previous registration
Apr 11, 2017 to Aug 1, 2024factForm ADV

Dated events

Occurred
Aug 1, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:99ec50d6-0959-8a8f-f8d1-c6320d257117
First observed: Apr 11, 2017
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.