DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

J••••••• A•••••• S••••••

Advisor at C•••••••• W••••• G•••• L••

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:1388ca59-5a72-b100-f649-90e534c146ec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Mar 10, 2022 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••••• G•••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• W••••• G•••• L••	State registered	Oct 17, 2024	n/a	yes	SAN ANTONIO, TX	Current employment
E• P•••••••••	Independent wealth	Aug 26, 2024	Aug 28, 2024	no	San Antonio, TX\|MIDVALE, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••••••	E• P•••••••••	Aug 28, 2024	Aug 26, 2024	-2	Channel change	RIA to RIA
E• P•••••••••	C•••••••• W••••• G•••• L••	Aug 28, 2024	Oct 17, 2024

Relationships

Registered with (5)

→ C•••••••• W••••• G•••• L••Registered adviserregistration: current employment
Oct 17, 2024 to presentfactForm ADV
→ E••••••••Registered adviserregistration: previous registration
Aug 26, 2024 to Aug 28, 2024factForm ADV
→ E• P•••••••••Registered adviserregistration: previous registration
Aug 26, 2024 to Aug 28, 2024factForm ADV
→ O•••••••••

Dated events

Occurred
Aug 28, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 22, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Aug 30, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1388ca59-5a72-b100-f649-90e534c146ec
First observed: Mar 10, 2022
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.