J••••• P• L••••

Advisor at I•• C••••••• L••

San Francisco, CA | FOSTER CITY, CA

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:c291b498-9850-354b-c3c6-86af278e29cb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 5, 2021 to Sep 15, 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: I•• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•• C••••••• L••	Independent wealth	May 29, 2026	n/a	yes	FOSTER CITY, CA\|San Francisco, CA	Current employment
M••••• S••••••	Wirehouse	Nov 5, 2021	May 20, 2025	no	San Francisco, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	I•• C••••••• L••	May 20, 2025	May 29, 2026	374	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ I•• C••••••• L••Registered adviserregistration: current employment
May 29, 2026 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Nov 5, 2021 to May 20, 2025factForm ADV

Dated events

Occurred
May 20, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c291b498-9850-354b-c3c6-86af278e29cb
First observed: Nov 5, 2021
Last observed: Sep 15, 2026 7 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.