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

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RIA / WealthAdvisorPersonal Financial Specialist28 years in industry

J••••• L•••••• R••••••

Advisor at 3•• F••••••••

WAYZATA, MN | Edina, MN

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Search this name across graphsid dfx:ria:cade766f-5a38-c630-61ef-ec427164a827

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Feb 20, 2014 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: 3•• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 3, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
3•• F••••••••	Independent wealth	Aug 16, 2023	n/a	yes	WAYZATA, MN\|Edina, MN	Current employment
F••••• A•••••••	State registered	May 26, 2021	Aug 22, 2023	no	Edina, MN\|MINNETONKA, MN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••• A•••••••	3•• F••••••••	Aug 22, 2023	Aug 16, 2023	-6	Firm change	Other
B••••••••	F••••• A•••••••	Sep 30, 2022	May 26, 2021

Relationships

Registered with (3)

→ 3•• F••••••••Registered adviserregistration: current employment
Aug 16, 2023 to presentfactForm ADV
→ F••••• A•••••••Registered adviserregistration: previous registration
May 26, 2021 to Aug 22, 2023factForm ADV
→ B••••••••Registered adviserregistration: previous registration
Feb 20, 2014 to Sep 30, 2022factForm ADV

Dated events

Occurred
Aug 22, 2023
Advisor changed firm
J••••• L•••••• R•••••• left F••••• A••••••• for 3•• F•••••••• (registered 2023-08-16)
Form ADVobserved 7 days ago
Occurred
Sep 30, 2022
Advisor changed firm
J••••• L•••••• R•••••• left Boulevard for F••••• A••••••• (registered 2021-05-26)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cade766f-5a38-c630-61ef-ec427164a827
First observed: Feb 20, 2014
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.