DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

T••••••• J••••• W•••

Advisor at D••••••••• F••• A••••••• L•

AUSTIN, TX

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Search this name across graphsid dfx:ria:19177550-15e3-8969-eb5e-99c13ba601f1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 18, 2017 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: D••••••••• F••• A••••••• L•
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D••••••••• F••• A••••••• L•	Asset manager	May 2, 2018	n/a	yes	AUSTIN, TX	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Feb 18, 2017	May 2, 2018	no	DALLAS, TX\|DENVER, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	D••••••••• F••• A••••••• L•	May 2, 2018	May 2, 2018	0	Firm change	Other

Relationships

Registered with (2)

→ D••••••••• F••• A••••••• L•Registered adviserregistration: current employment
May 2, 2018 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Feb 18, 2017 to May 2, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:19177550-15e3-8969-eb5e-99c13ba601f1
First observed: Feb 18, 2017
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.