DFX Intelligence

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

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RIA / WealthAdvisor21 years in industry

J•••• L•••• B••••••

Advisor at C••••••• P•••••••

Overland Park, KS | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:a9c74479-5207-4ea9-d39a-2d1bca5ed800

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 1
Observed: Dec 13, 2004 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J•••• L•••• B••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 11, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	Dec 17, 2021	n/a	yes	OVERLAND PARK, KS\|Overland Park, KS	Current employment
L•••••• I••••••••• A•••••••• L••	No RAUM reported	Apr 7, 2021	Dec 17, 2021	no	OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•••••• I••••••••• A•••••••• L••	C••••••• P•••••••	Dec 17, 2021	Dec 17, 2021	0	Bulk transfer	Other
O•••••••••	N•• A•••••••• I•••	Mar 24, 2021	Aug 27, 2010

Relationships

Registered with (6)

→ C••••••• P•••••••Registered adviserregistration: current employment
Dec 17, 2021 to presentfactForm ADV
→ L•••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 7, 2021 to Dec 17, 2021factForm ADV
→ O•••••••••Registered adviserregistration: previous registration
Jun 9, 2010 to Mar 24, 2021factForm ADV
→ L•• F•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a9c74479-5207-4ea9-d39a-2d1bca5ed800
First observed: Dec 13, 2004
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.