DFX Intelligence

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

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RIA / WealthAdvisor23 years in industry

J••••• L•••••• M•••••

Advisor at D••••• W•••••• L••

Mechanicsburg, PA | PALM BEACH GARDENS, FL

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Search this name across graphsid dfx:ria:ab125c6b-e413-fffe-dfe7-d46eb5532c2e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 29, 2004 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: D••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 18, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D••••• W•••••• L••	Independent wealth	Nov 1, 2023	n/a	yes	PALM BEACH GARDENS, FL\|Mechanicsburg, PA	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Apr 21, 2016	Nov 1, 2023	no	ENOLA, PA\|Mechanicsburg, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	D••••• W•••••• L••	Nov 1, 2023	Nov 1, 2023	0	Firm change	Ibd to RIA
L•• F•••••••• L••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Apr 28, 2016	Apr 21, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:297987:PA:2023-11-01	Nov 1, 2023	Nov 1, 2023	MECHANICSBURG, PA	Firm change
6413:149018:PA:2016-04-28	Apr 28, 2016	Apr 21, 2016	ENOLA, PA	Firm change

Relationships

Registered with (6)

→ D••••• W•••••• L••Registered adviserregistration: current employment
Nov 1, 2023 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Apr 21, 2016 to Nov 1, 2023factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Dec 19, 2013 to Apr 28, 2016factForm ADV
→ M••••• S••••••

Dated events

Occurred
Nov 1, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ab125c6b-e413-fffe-dfe7-d46eb5532c2e
First observed: Jul 29, 2004
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.