DFX Intelligence

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

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RIA / WealthAdvisor20 years in industry

J••••• W• N•••••••

Advisor at A•• F•••••••• S••••••• I•••

THE WOODLANDS, TX

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Search this name across graphsid dfx:ria:1e13f204-675d-64b4-4606-5deea99d1b9e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 19, 2020 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: A•• F•••••••• S••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•• F•••••••• S••••••• I•••	Independent wealth	Jan 8, 2026	n/a	yes	THE WOODLANDS, TX	Current employment
A•• F•••••••• S••••••• I•••	Independent wealth	Aug 19, 2020	Dec 31, 2025	no	THE WOODLANDS, TX	Previous registration

Relationships

Registered with (1)

→ A•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Aug 19, 2020 to Dec 31, 2025factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1e13f204-675d-64b4-4606-5deea99d1b9e
First observed: Aug 19, 2020
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.