DFX Intelligence

J••• D•••• P••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

J••• D•••• P••••

Advisor at L••••••• W••••• A•••••••

MCKINNEY, TX

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Search this name across graphsid dfx:ria:056334fc-281a-6e3d-d1e3-4850f551c282

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jun 22, 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: L••••••• W••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 15, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••••• W••••• A•••••••	State registered	Oct 8, 2021	n/a	yes	MCKINNEY, TX	Current employment
A•••• C•••• I••••••••• L••	Former SEC adviser	Jun 28, 2018	May 27, 2021	no	COSTA MESA, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• C•••• I••••••••• L••	L••••••• W••••• A•••••••	May 27, 2021	Oct 8, 2021	134	Firm change	RIA to state RIA
B••••• P••••• A•••••••• L••	B••••• P••••• W••••• A•••••••• L••	Jun 7, 2018	Apr 12, 2018

Relationships

Registered with (7)

→ L••••••• W••••• A•••••••Registered adviserregistration: current employment
Oct 8, 2021 to presentfactForm ADV
→ A•••• C•••• I••••••••• L••Registered adviserregistration: previous registration
Jun 28, 2018 to May 27, 2021factForm ADV
→ B••••• P••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 7, 2014 to Jun 7, 2018factForm ADV
→ B••••• P••••• W••••• A•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:056334fc-281a-6e3d-d1e3-4850f551c282
First observed: Jun 22, 2009
Last observed: Sep 14, 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.