DFX Intelligence

J••••• G•••••• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

J••••• G•••••• S•••••

Advisor at C••••••• W••••• M•••••••••

BURLESON, TX

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Search this name across graphsid dfx:ria:12905e62-f448-e4f7-c2ed-e3face11a15c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 9, 2013 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: C••••••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 28, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• W••••• M•••••••••	State registered	May 10, 2022	n/a	yes	BURLESON, TX	Current employment
A•••••• R••••••• C••••••	Independent wealth	Sep 2, 2022	Apr 16, 2024	no	Crowley, TX\|DALLAS, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• R••••••• C••••••	n/a	Apr 16, 2024	n/a	n/a	Departure no registered destination	Departure
O•••••••• W••••• A•••••••	C••••••• W••••• M•••••••••	May 10, 2013	May 10, 2022	3,287

Relationships

Registered with (3)

→ C••••••• W••••• M•••••••••Registered adviserregistration: current employment
May 10, 2022 to presentfactForm ADV
→ A•••••• R••••••• C••••••Registered adviserregistration: previous registration
Sep 2, 2022 to Apr 16, 2024factForm ADV
→ O•••••••• W••••• A•••••••Registered adviserregistration: previous registration
Apr 9, 2013 to May 10, 2013factForm ADV

Dated events

Occurred
Apr 16, 2024
A•••••• departure
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:12905e62-f448-e4f7-c2ed-e3face11a15c
First observed: Apr 9, 2013
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.