R••••• J• L•••

Advisor at L•• F•••••••• L••

SAN DIEGO, CA | Catonsville, MD

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:9c8330f0-1d3e-dbc2-6cc7-f7c5d189653d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 6, 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•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 30, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Aug 28, 2026	n/a	yes	SAN DIEGO, CA\|Catonsville, MD	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Aug 30, 2021	Aug 28, 2026	no	HUNT VALLEY, MD\|Catonsville, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	L•• F•••••••• L••	Aug 28, 2026	Aug 28, 2026	0	Firm change	Ibd to ibd
C••••••• • C••• I•••	M•• I•••••••• S•••••••• L••	Aug 10, 2021	Aug 30, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:11025:MD:2015-06-08	Jun 8, 2015	Jun 5, 2015	BALTIMORE, MD	Firm change

Relationships

Registered with (6)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Aug 28, 2026 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 30, 2021 to Aug 28, 2026factForm ADV
→ C••••••• • C••• I•••Registered adviserregistration: previous registration
Dec 17, 2019 to Aug 10, 2021factForm ADV
→ S• A•••••••• L••

Dated events

Occurred
Aug 28, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9c8330f0-1d3e-dbc2-6cc7-f7c5d189653d
First observed: Sep 6, 2013
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.