DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultant42 years in industry

J•••• M••••• D••••

Advisor at L••••• P•••••• G••••

DULUTH, GA

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Search this name across graphsid dfx:ria:b6415719-f649-d149-9684-ef5a2e2ad8a7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 5, 2015 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: L••••• P•••••• G••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 13, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom 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
L••••• P•••••• G••••	State registered	Dec 17, 2025	n/a	yes	DULUTH, GA	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Sep 5, 2025	Dec 16, 2025	no	DULUTH, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	L••••• P•••••• G••••	Dec 16, 2025	Dec 17, 2025	1	Firm change	Ibd to state RIA
A•••••• A••••••• S•••••••	C••••• I••••••••• A••••••• L••	Sep 5, 2025	Sep 5, 2025

Relationships

Registered with (3)

→ L••••• P•••••• G••••Registered adviserregistration: current employment
Dec 17, 2025 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Sep 5, 2025 to Dec 16, 2025factForm ADV
→ A•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Mar 5, 2015 to Sep 5, 2025factForm ADV

Dated events

Occurred
Dec 16, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b6415719-f649-d149-9684-ef5a2e2ad8a7
First observed: Mar 5, 2015
Last observed: Sep 14, 2026 9 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.