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

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RIA / WealthAdvisordual registered (broker-dealer)41 years in industry

J••• J•••• F••••••

Advisor at S• A•••••••• L••

ATLANTA, GA | Washington, DC

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Search this name across graphsid dfx:ria:f695183b-4753-edab-607e-5b204c178507

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 21, 1994 to Sep 15, 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: S• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 28, 1984earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
S• A•••••••• L••	Independent wealth	Jul 18, 2025	n/a	yes	Washington, DC\|ATLANTA, GA	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Oct 22, 2012	Dec 3, 2024	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	S• A•••••••• L••	Dec 3, 2024	Jul 18, 2025	227	Firm change	Wirehouse to RIA
M••••• S••••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Nov 6, 2012

Relationships

Registered with (4)

→ S• A•••••••• L••Registered adviserregistration: current employment
Jul 18, 2025 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 22, 2012 to Dec 3, 2024factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Nov 6, 2012factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

Occurred
Dec 3, 2024
Advisor changed firm
J••• J•••• F•••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for S• A•••••••• L•• (registered 2025-07-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f695183b-4753-edab-607e-5b204c178507
First observed: Jan 21, 1994
Last observed: Sep 15, 2026 7 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.