DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

J••••• T••••• L••••••

Advisor at L•••••• A••••••• G•••• L••

SAINT JOSEPH, MI

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Search this name across graphsid dfx:ria:fe15f695-30e4-acb6-f8c3-352deaf34092

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 3, 2016 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•••••• A••••••• G•••• L••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Sep 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
L•••••• A••••••• G•••• L••	Former SEC adviser	Jul 15, 2022	n/a	yes	SAINT JOSEPH, MI	Current employment
C••••• S••••• A•••••••• I•••	Former SEC adviser	Aug 3, 2016	Aug 8, 2022	no	Pittsburgh, PA\|NASHVILLE, TN\|PITTSBURGH, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• S••••• A•••••••• I•••	L•••••• A••••••• G•••• L••	Aug 8, 2022	Jul 15, 2022	-24	Firm change	Other

Relationships

Registered with (2)

→ L•••••• A••••••• G•••• L••Registered adviserregistration: current employment
Jul 15, 2022 to presentfactForm ADV
→ C••••• S••••• A•••••••• I•••Registered adviserregistration: previous registration
Aug 3, 2016 to Aug 8, 2022factForm ADV

Dated events

Occurred
Aug 8, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fe15f695-30e4-acb6-f8c3-352deaf34092
First observed: Aug 3, 2016
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.