DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner10 years in industry

A••••• J•••• M•••••••

Advisor at L••••••• W••••• A•••••••

CHAMPAIGN, IL

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:b7e2586d-f980-824c-f7bb-218dfd804279

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 1, 2016 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••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••••• W••••• A•••••••	Independent wealth	Jul 29, 2026	n/a	yes	CHAMPAIGN, IL	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Jun 29, 2023	Jul 24, 2026	no	CHAMPAIGN, IL\|BETHANY, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	L••••••• W••••• A•••••••	Jul 24, 2026	Jul 29, 2026	5	Firm change	Ibd to new firm
C••••• A•••••• N••••••• L••	C••••• I••••••••• A••••••• L••	Jun 29, 2023	Jun 29, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
105644:341748:IL:2026-07-23	Jul 24, 2026	Jul 29, 2026	BETHANY, IL	Firm change
111872:13572:IL:2019-02-20	Feb 20, 2019	Jan 31, 2019	CHAMPAIGN, IL	Firm change

Relationships

Registered with (4)

→ L••••••• W••••• A•••••••Registered adviserregistration: current employment
Jul 29, 2026 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 29, 2023 to Jul 24, 2026factForm ADV
→ C••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
Jan 31, 2019 to Jun 29, 2023factForm ADV
→ I•• W••••• M••••••••• I•••

Dated events

Occurred
Jul 24, 2026
A•••••• firm change
A••••• J•••• M••••••• left C••••• I••••••••• A••••••• L•• for L••••••• W••••• A••••••• (registered 2026-07-29)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b7e2586d-f980-824c-f7bb-218dfd804279
First observed: Jun 1, 2016
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.