DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

J•••••••• R••••• H••••

Advisor at T•• W••••• C••••••••• G••••

LAS VEGAS, NV | Lee's Summit, MO

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Search this name across graphsid dfx:ria:0269d9a6-def9-c83b-50d7-49ec464c617d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 1, 2009 to Sep 14, 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: T•• W••••• C••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 28, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• W••••• C••••••••• G••••	Independent wealth	Jul 19, 2023	n/a	yes	LAS VEGAS, NV\|Lee's Summit, MO	Current employment
V• W••••• A••••••• L••	Former SEC adviser	Nov 15, 2017	Dec 31, 2023	no	OVERLAND PARK, KS\|Lees Summit, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V• W••••• A••••••• L••	T•• W••••• C••••••••• G••••	Dec 31, 2023	Jul 19, 2023	-165	Bulk transfer	RIA to RIA
W•••••• • R•••	V• W••••• A••••••• L••	Nov 20, 2017	Nov 15, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
866:153278:OK:2017-11-20	Nov 20, 2017	Nov 15, 2017	EDMOND, OK	Firm change

Relationships

Registered with (4)

→ T•• W••••• C••••••••• G••••Registered adviserregistration: current employment
Jul 19, 2023 to presentfactForm ADV
→ V• W••••• A••••••• L••Registered adviserregistration: previous registration
Nov 15, 2017 to Dec 31, 2023factForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Jan 29, 2013 to Nov 20, 2017factForm ADV
→ E••••• J••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0269d9a6-def9-c83b-50d7-49ec464c617d
First observed: Dec 1, 2009
Last observed: Sep 14, 2026 9 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.