C••• W•••••••••

Advisor at J•••••• W••••• M••••••••• L••

GRAND FORKS, ND

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f8b54a96-d944-9a5b-8767-8b6f6962911c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Dec 23, 2024 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: J•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom 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
J•••••• W••••• M••••••••• L••	Independent wealth	Jun 4, 2026	n/a	yes	GRAND FORKS, ND	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Sep 18, 2025	Jun 4, 2026	no	SAN DIEGO, CA\|Grand Forks, ND\|GRAND FORKS, ND

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	J•••••• W••••• M••••••••• L••	Jun 4, 2026	Jun 4, 2026	0	Firm change	Ibd to RIA
C••••• I••••••••• A••••••• L••	L•• F•••••••• L••	Sep 15, 2025	Sep 18, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
105644:6413:ND:2025-09-15	Sep 15, 2025	Sep 18, 2025	GRAND FORKS, ND	Firm change

Relationships

Registered with (3)

→ J•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jun 4, 2026 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Sep 18, 2025 to Jun 4, 2026factForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Dec 23, 2024 to Sep 15, 2025factForm ADV

Dated events

Occurred
Jun 4, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 15, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f8b54a96-d944-9a5b-8767-8b6f6962911c
First observed: Dec 23, 2024
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.