DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

J•••• A•••••••••

Advisor at F•••• P••••••• W•••••• L••

Sacramento, CA

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Search this name across graphsid dfx:ria:a6218948-4db5-eed5-4c1c-f0bab5b5eaf1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jul 10, 2023 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• P••••••• W•••••• L••	Independent wealth	Apr 2, 2026	n/a	yes	Sacramento, CA	Current employment
A••••••• F••••••••• L•••	Bd affiliated wealth	Aug 13, 2024	Mar 26, 2026	no	SACRAMENTO, CA\|FOLSOM, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• F••••••••• L•••	F•••• P••••••• W•••••• L••	Mar 26, 2026	Apr 2, 2026	7	Firm change	Ibd to RIA
L•• F•••••••• L••	A••••••• F••••••••• L•••	Aug 13, 2024	Aug 13, 2024

Relationships

Registered with (3)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Apr 2, 2026 to presentfactForm ADV
→ A••••••• F••••••••• L•••Registered adviserregistration: previous registration
Aug 13, 2024 to Mar 26, 2026factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jul 10, 2023 to Aug 13, 2024factForm ADV

Dated events

Occurred
Mar 26, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Aug 13, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a6218948-4db5-eed5-4c1c-f0bab5b5eaf1
First observed: Jul 10, 2023
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.