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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

J•••• L••

Advisor at M• A•••••••

CHICAGO, IL | Woodridge, IL

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Search this name across graphsid dfx:ria:a8c2d10e-7ff1-39f6-1208-18cec18a517d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 18, 2020 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: M• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M• A•••••••	Independent wealth	Apr 23, 2024	n/a	yes	CHICAGO, IL\|Woodridge, IL	Current employment
M• A•••••••	Independent wealth	Dec 18, 2020	Jan 3, 2023	no	CHICAGO, IL	Previous registration

Relationships

Registered with (1)

→ M• A•••••••Registered adviserregistration: previous registration
Dec 18, 2020 to Jan 3, 2023factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a8c2d10e-7ff1-39f6-1208-18cec18a517d
First observed: Dec 18, 2020
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.