DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

J••••• L••••• W•••••

Advisor at L•• F•••••••• L••

LANCASTER, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: May 6, 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Jun 23, 2025	n/a	yes	LANCASTER, PA	Current employment
W•••• F•••• A•••••••	Wirehouse	Oct 3, 2022	Aug 23, 2024	no	LEMOYNE, PA\|YORK, PA\|LANCASTER, PA\|E PETERSBURG, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	L•• F•••••••• L••	Aug 23, 2024	Jun 23, 2025	304	Firm change	Wirehouse to ibd
J••••• M••••••••• S•••• L••	W•••• F•••• A•••••••	Sep 23, 2022	Oct 3, 2022

Relationships

Registered with (3)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Jun 23, 2025 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Oct 3, 2022 to Aug 23, 2024factForm ADV
→ J••••• M••••••••• S•••• L••Registered adviserregistration: previous registration
May 6, 2014 to Sep 23, 2022factForm ADV

Dated events

Occurred
Aug 23, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 23, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 6, 2014
Last observed: Sep 14, 2026 9 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.