DFX Intelligence

J••••• K••• L••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

J••••• K••• L••••

Advisor at T•• W••••• C••••••••• G••••

••• Locked

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Search this name across graphsid dfx:ria:1d54e4c3-543f-22c6-d2c6-583564be50b8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 8, 2013 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: T•• W••••• C••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• W••••• C••••••••• G••••	Independent wealth	Jul 17, 2023	n/a	yes	Hollister, MO\|LAS VEGAS, NV\|Overland Park, KS	Current employment
V• W••••• A••••••• L••	Former SEC adviser	Apr 16, 2019	Dec 31, 2023	no	OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V• W••••• A••••••• L••	T•• W••••• C••••••••• G••••	Dec 31, 2023	Jul 17, 2023	-167	Bulk transfer	RIA to RIA
S••••••• F•••••••• S•••••••• I•••	V• W••••• A••••••• L••	Mar 13, 2019	Apr 16, 2019

Relationships

Registered with (3)

→ T•• W••••• C••••••••• G••••Registered adviserregistration: current employment
Jul 17, 2023 to presentfactForm ADV
→ V• W••••• A••••••• L••Registered adviserregistration: previous registration
Apr 16, 2019 to Dec 31, 2023factForm ADV
→ S••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Mar 8, 2013 to Mar 13, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1d54e4c3-543f-22c6-d2c6-583564be50b8
First observed: Mar 8, 2013
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.