DFX Intelligence

L••• B•••••• F••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

L••• B•••••• F••••••••

FINANCIAL L••• B•••••• LLC, CRD 291718

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ab131972-6caf-c83f-8ec9-b730515b2b07

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 23, 2026 to Mar 23, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
CRD: 291718
Filings on the tape: 1
First filed: Mar 23, 2026

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
C•••••••• M•••• O••••••	Certified Financial Planner	HOUSTON, TX	8	36	2	no
J•• R•••• A••••	n/a	HOUSTON, TX	7	28

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
P••• A••••• S••••••••• L••	2	Nov 7, 2018	Nov 8, 2018	HOUSTON, TX	Team lift out	Ibd to state RIA	0.2%

Relationships

Registered with (4)

← G••• D•• P•••••Advisorregistration: current employment
Aug 22, 2019 to presentfactForm ADV
← J•• R•••• A••••Advisorregistration: current employment
Nov 8, 2018 to presentfactForm ADV
← J•••• A••••• H•••••Advisorregistration: current employment
Nov 8, 2018 to presentfactForm ADV
← C•••••••• M•••• O••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ab131972-6caf-c83f-8ec9-b730515b2b07
First observed: Mar 23, 2026
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds 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.