DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

J•••••• C••• F•••••••

Advisor at L•• F•••••••• L••

HUNT VALLEY, MD

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Search this name across graphsid dfx:ria:ca347653-fc8a-02db-387f-afefdab3e3e7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 6, 2007 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•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Apr 23, 2024	n/a	yes	HUNT VALLEY, MD	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Jun 6, 2007	Apr 24, 2024	no	HUNT VALLEY, MD\|HUNT VALLEY, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	L•• F•••••••• L••	Apr 24, 2024	Apr 23, 2024	-1	Firm change	Ibd to ibd

Team moves

••• Locked

Team	Left	Joined	From	Kind
10409:6413:MD:2024-04-24	Apr 24, 2024	Apr 23, 2024	HUNT VALLEY, MD	Firm change

Relationships

Registered with (2)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Apr 23, 2024 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jun 6, 2007 to Apr 24, 2024factForm ADV

Dated events

Occurred
Apr 24, 2024
Advisor changed firm
J•••••• C••• F••••••• left M•• I•••••••• S•••••••• L•• for L•• F•••••••• L•• (registered 2024-04-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ca347653-fc8a-02db-387f-afefdab3e3e7
First observed: Jun 6, 2007
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.