DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner32 years in industry

J•••••• L•• S•••••••

Advisor at M••••••••• A•••••••• L••

CAMP HILL, PA

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Search this name across graphsid dfx:ria:b7f0f67b-7462-6392-5305-109056110484

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Apr 18, 2006 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: M••••••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 20, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••••• A•••••••• L••	State registered	Apr 25, 2018	n/a	yes	CAMP HILL, PA	Current employment
K•••••••• W••••• M••••••••• L••	Independent wealth	Oct 28, 2010	Jun 10, 2016	no	ALEXANDRIA, VA\|Alexandria, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K•••••••• W••••• M••••••••• L••	M••••••••• A•••••••• L••	Jun 10, 2016	Apr 25, 2018	684	Firm change after gap	Other
B••• I••••••••• S•••••••• I•••	K•••••••• W••••• M••••••••• L••	Aug 26, 2010	Oct 28, 2010

Relationships

Registered with (7)

→ M••••••••• A•••••••• L••Registered adviserregistration: current employment
Apr 25, 2018 to presentfactForm ADV
→ K•••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 28, 2010 to Jun 10, 2016factForm ADV
→ B••• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration
Mar 15, 2010 to Aug 26, 2010factForm ADV
→ R••••••• C••••• A••••••• S•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b7f0f67b-7462-6392-5305-109056110484
First observed: Apr 18, 2006
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.