L••• J•••

Advisor at P••••••• A••••••• L••

BETHESDA, MD

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:d37b6d37-eb25-1655-20a5-6b01ce96ed70

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 26, 2020 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: P••••••• A••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• A••••••• L••	Asset manager	May 1, 2024	n/a	yes	BETHESDA, MD	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Mar 23, 2021	Jun 20, 2023	no	DERWOOD, MD\|GAITHERSBURG, MD\|CHEVY CHASE, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	P••••••• A••••••• L••	Jun 20, 2023	May 1, 2024	316	Firm change	Other
C•••••• S••••• • C••• I•••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Mar 15, 2021	Mar 23, 2021

Relationships

Registered with (3)

→ P••••••• A••••••• L••Registered adviserregistration: current employment
May 1, 2024 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Mar 23, 2021 to Jun 20, 2023factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Dec 26, 2020 to Mar 15, 2021factForm ADV

Dated events

Occurred
Jun 20, 2023
Advisor changed firm
L••• J••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for P••••••• A••••••• L•• (registered 2024-05-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d37b6d37-eb25-1655-20a5-6b01ce96ed70
First observed: Dec 26, 2020
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.