The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
J••••••• L••••• Y••••
- Title
- Managing Directorreportedieqcapital.comfirm site, Sep 15, 2026
- Professional profile
- ••• Lockedreportedieqcapital.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- I•• C••••••• L•• independent RIA currentsince Jan 1, 2026 · Foster City, Ca
- J••• M••••• P•••••• W••••• A••••••• L•• formerJun 26, 2018 to Jun 4, 2019 · Los Angeles, Ca
- J••• M••••• P•••••• W••••• A••••••• L•• to I•• C••••••• L••left Jun 4, 2019, registered Jan 1, 2026 (2403 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 9derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address