J••••••• L••••

Advisor at A••••••• I••••••••• A•••••••• L••

ROSEMARY BEACH, FL | MIami Beach, FL

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:fed72270-ae57-1a83-567c-3ff5ba03bb81

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 7, 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: A••••••• I••••••••• A•••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• I••••••••• A•••••••• L••	Asset manager	Mar 7, 2025	n/a	yes	MIami Beach, FL\|ROSEMARY BEACH, FL	Current employment
A••••••• I••••••••• A•••••••• L••	Asset manager	Jul 7, 2021	Dec 31, 2024	no	ROSEMARY BEACH, FL

Relationships

Registered with (1)

→ A••••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Jul 7, 2021 to Dec 31, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fed72270-ae57-1a83-567c-3ff5ba03bb81
First observed: Jul 7, 2021
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.