DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J••••• M••••• L••••••••

C••••••• • C••independent RIAMiami, FlIA-onlyIAPD 5811220

Feed of 09/14/2026

Also filed as Joseph Landesman

At current firm

1 y

since Jan 21, 2025

In the industry

14 y

since May 10, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••••• • C•• independent RIA current
since Jan 21, 2025 · Miami, Fl
C••• C••••••• independent RIA
Jul 23, 2024 to Nov 7, 2024 · Miami Beach, Fl
M• V•••••• G•••• L•• unclassified
Oct 25, 2022 to Jul 23, 2025 · Hollywood, Fl
A••••••• I••••••••• M••••••• •••• L•• former
Sep 7, 2018 to Feb 7, 2022 · Miami, Fl
U•• F•••••••• S••••••• I••• wirehouse
Mar 11, 2013 to Mar 17, 2017 · Miami, Fl
M••••• S•••••• wirehouse
May 14, 2012 to Feb 12, 2013 · Aventura, Fl

Moves

a registration end followed by a registration begin elsewhere

M• V•••••• G•••• L•• to C••• C•••••••
left Jul 23, 2025, registered Jul 23, 2024 (-365 days) · Other
C••• C••••••• to C••••••• • C••
left Nov 7, 2024, registered Jan 21, 2025 (75 days) · RIA to RIA
A••••••• I••••••••• M••••••• •••• L•• to M• V•••••• G•••• L••
left Feb 7, 2022, registered Oct 25, 2022 (260 days) · Other
U•• F•••••••• S••••••• I••• to A••••••• I••••••••• M••••••• •••• L••
left Mar 17, 2017, registered Sep 7, 2018 (539 days) · Wirehouse to independent RIA
M••••• S•••••• to U•• F•••••••• S••••••• I•••
left Feb 12, 2013, registered Mar 11, 2013 (27 days) · Wirehouse to wirehouse

Signals

J••••• M••••• L•••••••• left M• V•••••• G•••• L•• for C••• C••••••• (registered 2024-07-23)
Jul 23, 2025 · Advisor changed firm · fact
J••••• M••••• L•••••••• left C••• C••••••• for C••••••• • C•• (registered 2025-01-21)
Nov 7, 2024 · Advisor changed firm · fact
J••••• M••••• L•••••••• left A••••••• I••••••••• M••••••• •••• L•• for M• V•••••• G•••• L•• (registered 2022-10-25)
Feb 7, 2022 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address