DFX Intelligence

J••••• P••• W•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

J••••• P••• W•••••••

Advisor at L•• F•••••••• L••

Camas, WA | CAMAS, WA

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Search this name across graphsid dfx:ria:9c1872c4-3393-6c0a-ae9b-4fff238ad6d5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 29, 2009 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•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 7, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Jun 24, 2024	n/a	yes	CAMAS, WA\|Camas, WA	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Jul 16, 2018	Jun 29, 2024	no	Vancouver, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	L•• F•••••••• L••	Jun 29, 2024	Jun 24, 2024	-5	Firm change	Ibd to ibd
C•••••• S••••• • C••• I•••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Feb 16, 2018	Jul 16, 2018

Relationships

Registered with (4)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Jun 24, 2024 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jul 16, 2018 to Jun 29, 2024factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Feb 1, 2011 to Feb 16, 2018factForm ADV
→ E••••• J••••

Dated events

Occurred
Jun 29, 2024
Advisor changed firm
J••••• P••• W••••••• left C•••••••• I••••••••• R••••••• A•••••••• I••• for L•• F•••••••• L•• (registered 2024-06-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9c1872c4-3393-6c0a-ae9b-4fff238ad6d5
First observed: Jan 29, 2009
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.