DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

J•••• L••• R••••

Advisor at E•••••••• W••••• M•••••••••

SEATTLE, WA | PORTLAND, OR

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Search this name across graphsid dfx:ria:fe1bfea6-3f9a-e82e-7dbd-d27f15d0451c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Oct 12, 2021 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: E•••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom 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
E•••••••• W••••• M•••••••••	Independent wealth	Jan 6, 2026	n/a	yes	PORTLAND, OR\|SEATTLE, WA	Current employment
A•••••• W••••• L•	Independent wealth	Jun 2, 2023	Sep 12, 2023	no	LAKE OSWEGO, OR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• W••••• L•	E•••••••• W••••• M•••••••••	Sep 12, 2023	Jan 6, 2026	847	Firm change after gap	RIA to RIA
B••••••• J•••• L••	A•••••• W••••• L•	Jun 12, 2023	Jun 2, 2023

Relationships

Registered with (3)

→ E•••••••• W••••• M•••••••••Registered adviserregistration: current employment
Jan 6, 2026 to presentfactForm ADV
→ A•••••• W••••• L•Registered adviserregistration: previous registration
Jun 2, 2023 to Sep 12, 2023factForm ADV
→ B••••••• J•••• L••Registered adviserregistration: previous registration
Oct 12, 2021 to Jun 12, 2023factForm ADV

Dated events

Occurred
Sep 12, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 12, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fe1bfea6-3f9a-e82e-7dbd-d27f15d0451c
First observed: Oct 12, 2021
Last observed: Sep 15, 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.