DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

R••••• L•••• L•••••••

Advisor at J•• F••••• O•••••

DENVER, CO

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Search this name across graphsid dfx:ria:9b27ff18-1d68-3bf0-d32a-2414a11d68d1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Mar 15, 2017 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

R••••• L•••• L•••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J•• F••••• O•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•• F••••• O•••••	Independent wealth	Jan 15, 2013	n/a	yes	DENVER, CO	Current employment
J•• W••••• M••••••••• L••	Former SEC adviser	Mar 15, 2017	Jan 19, 2026	no	DENVER, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J•• W••••• M••••••••• L••	n/a	Jan 19, 2026	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ J•• F••••• O•••••Registered adviserregistration: current employment
Jan 15, 2013 to presentfactForm ADV
→ J•• W••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 15, 2017 to Jan 19, 2026factForm ADV

Dated events

Occurred
Jan 19, 2026
Advisor departed, no destination yet
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9b27ff18-1d68-3bf0-d32a-2414a11d68d1
First observed: Mar 15, 2017
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.