DFX Intelligence

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

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RIA / WealthAdvisor18 years in industry

R••••• J•••• D•••••

Advisor at L••••• W••••• M••••••••• G••••• I•••

L••••BURG, VA

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Search this name across graphsid dfx:ria:f6467113-64b9-feb2-a683-30fb15c54959

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 4, 2009 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••••• W••••• M••••••••• G••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 21, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••• W••••• M••••••••• G••••• I•••	Independent wealth	Aug 16, 2022	n/a	yes	L••••BURG, VA	Current employment
S•••••••• A•••••• N••••••	Independent wealth	Feb 27, 2017	Aug 16, 2022	no	Lynchburg, VA\|BRIGHTON, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• A•••••• N••••••	L••••• W••••• M••••••••• G••••• I•••	Aug 16, 2022	Aug 16, 2022	0	Firm change	RIA to new firm
W•••••• • R•••	S•••••••• A•••••• N••••••	Dec 27, 2016	Feb 27, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
154494:322235:MI:2022-08-09	Aug 16, 2022	Aug 16, 2022	BRIGHTON, MI	Firm change
866:154494:VA:2016-12-27	Dec 27, 2016	Feb 27, 2017	L••••BURG, VA	Firm change

Relationships

Registered with (4)

→ L••••• W••••• M••••••••• G••••• I•••Registered adviserregistration: current employment
Aug 16, 2022 to presentfactForm ADV
→ S•••••••• A•••••• N••••••Registered adviserregistration: previous registration
Feb 27, 2017 to Aug 16, 2022factForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Aug 17, 2016 to Dec 27, 2016factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Aug 16, 2022
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f6467113-64b9-feb2-a683-30fb15c54959
First observed: May 4, 2009
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.