DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

J••• L• M•••••••

Advisor at S•••••• F•••••••• G••••• L•••••

AKRON, OH

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Search this name across graphsid dfx:ria:a3f0c539-e6e6-313c-29ee-687db7ca2f20

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 17, 2003 to Sep 14, 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: S•••••• F•••••••• G••••• L•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 26, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••• F•••••••• G••••• L•••••	Independent wealth	Sep 6, 2017	n/a	yes	AKRON, OH	Current employment
W•••• F•••• A•••••••	Wirehouse	Jul 1, 2003	Sep 7, 2017	no	MEDINA, OH\|AKRON, OH\|AKRON, OH\|AKRON, OH\|AKRON, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	S•••••• F•••••••• G••••• L•••••	Sep 7, 2017	Sep 6, 2017	-1	Firm change	Other
P••••••••• E••••• G••••• L••	W•••• F•••• A•••••••	Jul 1, 2003	Jul 1, 2003

Relationships

Registered with (3)

→ S•••••• F•••••••• G••••• L•••••Registered adviserregistration: current employment
Sep 6, 2017 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jul 1, 2003 to Sep 7, 2017factForm ADV
→ P••••••••• E••••• G••••• L••Registered adviserregistration: previous registration
Apr 17, 2003 to Jul 1, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a3f0c539-e6e6-313c-29ee-687db7ca2f20
First observed: Apr 17, 2003
Last observed: Sep 14, 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.