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•••• L••• A•••••••

F•••• P••••••• W•••••• L••independent RIAHamilton, MtIA-onlyIAPD 707611

Certified Financial Planner

Feed of 09/14/2026

Also filed as J•••• Storti

At current firm

2 y

since Sep 3, 2024

In the industry

46 y

since May 10, 1980 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Wealth Advisorreportedfocuspartners.comfirm site, Sep 15, 2026
Designations: CFP, CDFA, RICP, MBAreportedfocuspartners.comas printed on the bio page, Sep 16, 2026
founder other: “founding member and past President of the Professional Association for”reportedfocuspartners.comthe sentence on the bio page
Professional profile: focuspartners.com/people/janet-acheatelreportedfocuspartners.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.

Registration history

IAPD current and previous registrations

F•••• P••••••• W•••••• L•• independent RIA current
since Sep 3, 2024 · Hamilton, Mt
H••••••••• L•• former
Jan 5, 2015 to Nov 21, 2024 · San Diego, Ca
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
May 25, 2010 to Nov 11, 2010 · Coronado, Ca
B•••••• I••••••••• P•••••••• L• other
Jul 30, 2003 to Jun 4, 2008 · San Diego, Ca
N••••••••• C•••••• M••••••••• L•• unclassified
Oct 19, 1999 to Oct 28, 2002 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

H••••••••• L•• to F•••• P••••••• W•••••• L••
left Nov 21, 2024, registered Sep 3, 2024 (-79 days) · RIA to RIA · moved with a team
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to H••••••••• L••
left Nov 11, 2010, registered Jan 5, 2015 (1516 days) · Other
B•••••• I••••••••• P•••••••• L• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Jun 4, 2008, registered May 25, 2010 (720 days) · Other
N••••••••• C•••••• M••••••••• L•• to B•••••• I••••••••• P•••••••• L•
left Oct 28, 2002, registered Jul 30, 2003 (275 days) · Other

Signals

J•••• L••• A••••••• left H••••••••• L•• for F•••• P••••••• W•••••• L•• (registered 2024-09-03)
Nov 21, 2024 · 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: 46derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address