DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

J••••••• D••••• L•••••••

Advisor at G••• L••• A•••••••• L••

CELEBRATION, FL

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Search this name across graphsid dfx:ria:e739b216-571e-7e33-f9b3-cefaf95a5a00

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 17, 2019 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: G••• L••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••• L••• A•••••••• L••	Independent wealth	Oct 20, 2021	n/a	yes	CELEBRATION, FL	Current employment
C•••••• G•••• • C• I••	Former SEC adviser	Jun 17, 2019	Oct 19, 2021	no	BLANDON, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• G•••• • C• I••	G••• L••• A•••••••• L••	Oct 19, 2021	Oct 20, 2021	1	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ G••• L••• A•••••••• L••Registered adviserregistration: current employment
Oct 20, 2021 to presentfactForm ADV
→ C•••••• G•••• • C• I••Registered adviserregistration: previous registration
Jun 17, 2019 to Oct 19, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e739b216-571e-7e33-f9b3-cefaf95a5a00
First observed: Jun 17, 2019
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.