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

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RIA / WealthAdvisor18 years in industry

V••••••• J••• L•••

Advisor at P•••••• A•••••••• L••

FALLBROOK, CA

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Search this name across graphsid dfx:ria:d674fe40-1baf-6a0d-092d-9ae139353f90

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 1, 2011 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: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• A•••••••• L••	State registered	Sep 8, 2026	n/a	yes	FALLBROOK, CA	Current employment
I••••••••• F•••••••• G••••• L••	Bd affiliated wealth	Jan 31, 2012	Jul 24, 2018	no	SAN DIEGO, CA\|SAN DIEGO, CA\|ESCONDIDO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• F•••••••• G••••• L••	P•••••• A•••••••• L••	Jul 24, 2018	Sep 8, 2026	2,968	Firm change after gap	Ibd to state RIA
C••••• I••••••••• A••••••• L••	I••••••••• F•••••••• G••••• L••	Feb 2, 2012	Jan 31, 2012

Relationships

Registered with (3)

→ P•••••• A•••••••• L••Registered adviserregistration: current employment
Sep 8, 2026 to presentfactForm ADV
→ I••••••••• F•••••••• G••••• L••Registered adviserregistration: previous registration
Jan 31, 2012 to Jul 24, 2018factForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Sep 1, 2011 to Feb 2, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d674fe40-1baf-6a0d-092d-9ae139353f90
First observed: Sep 1, 2011
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.