DFX Intelligence

T•••• J••••• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)11 years in industry

T•••• J••••• W•••••

Advisor at B•••••••• L••••• P•••••••

••• Locked

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Aug 6, 2019 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: B•••••••• L••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• L••••• P•••••••	State registered	Aug 19, 2025	n/a	yes	KELLER, TX	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	May 22, 2025	n/a	yes	Hurst, TX\|Keller, TX\|SAN DIEGO, CA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• A••••••• S•••••••• L••	C••••••••• F•••••••• N••••••	May 28, 2025	May 22, 2025	-6	Firm change	Ibd to ibd
S••••• W••••• A•••••••• I•••	O•••• A••••••• S•••••••• L••	Apr 5, 2023	Mar 31, 2023

Relationships

Registered with (5)

→ B•••••••• L••••• P•••••••Registered adviserregistration: current employment
Aug 19, 2025 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: current employment
May 22, 2025 to presentfactForm ADV
→ O•••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 31, 2023 to May 28, 2025factForm ADV
→ S••••• W••••• A•••••••• I•••

Dated events

Order

Occurred
28 May 2025
Advisor changed firm
••• Locked
Form ADV
Occurred
5 Apr 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 6, 2019
Last observed: Sep 15, 2026 8 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.