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

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RIA / WealthAdvisor25 years in industry

R••••• R••• J•••••

Advisor at J••••• F•••••••• L••

TAMPA, FL

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Search this name across graphsid dfx:ria:b72b67a9-34dc-6d6d-561f-2af4166c51c1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 13, 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: J••••• F•••••••• L••
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 23, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J••••• F•••••••• L••	Former SEC adviser	May 26, 2010	n/a	yes	TAMPA, FL\|TAMPA, FL	Current employment
A••••••• F••••• I••••••••• M•••••••••	n/a	Jul 13, 2004	Dec 8, 2010	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• F••••• I••••••••• M•••••••••	J••••• F•••••••• L••	Dec 8, 2010	May 26, 2010	-196	Firm change after gap	Other

Relationships

Registered with (2)

→ J••••• F•••••••• L••Registered adviserregistration: current employment
May 26, 2010 to presentfactForm ADV
→ A••••••• F••••• I••••••••• M•••••••••Registered adviserregistration: previous registration
Jul 13, 2004 to Dec 8, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b72b67a9-34dc-6d6d-561f-2af4166c51c1
First observed: Jul 13, 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.