J••••• M•••• L•

Advisor at B••• Z••• W••••• A•••••••• L••

LOS ANGELES, 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:cbd87859-46b0-87b8-9497-378f25c6236a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 1
Observed: Oct 2, 2003 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J••••• M•••• L•

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: B••• Z••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 22, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• Z••• W••••• A•••••••• L••	Independent wealth	Jun 30, 2020	n/a	yes	LOS ANGELES, CA	Current employment
C••••••••• W•••••• L••	Independent wealth	Jul 14, 2014	Dec 9, 2019	no	LOS ANGELES, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• W•••••• L••	B••• Z••• W••••• A•••••••• L••	Dec 9, 2019	Jun 30, 2020	204	Firm change	RIA to RIA
R•• S••••••••• I•••	C••••••••• W•••••• L••	Jul 8, 2014	Jul 14, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
143483:305943:CA:2019-12-09	Dec 9, 2019	Jun 30, 2020	LOS ANGELES, CA	Firm change

Relationships

Registered with (5)

→ B••• Z••• W••••• A•••••••• L••Registered adviserregistration: current employment
Jun 30, 2020 to presentfactForm ADV
→ C••••••••• W•••••• L••Registered adviserregistration: previous registration
Jul 14, 2014 to Dec 9, 2019factForm ADV
→ R•• S••••••••• I•••Registered adviserregistration: previous registration
Feb 26, 2014 to Jul 8, 2014factForm ADV
→ U•• F•••••••• S••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cbd87859-46b0-87b8-9497-378f25c6236a
First observed: Oct 2, 2003
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.