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J•• R••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

J•• R••• B••••

Advisor at T•••• W••••• P•••••••• L••

LAWRENCE, KS | Orem, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1f2a909f-c394-8604-d620-68661fc49ac1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 21, 2025 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••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom 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
T•••• W••••• P•••••••• L••	Independent wealth	Nov 3, 2025	n/a	yes	LAWRENCE, KS\|Orem, UT	Current employment
C•••••• A••••••• S•••••••• L••	Independent wealth	Jan 21, 2025	Feb 25, 2026	no	Orem, UT\|DALLAS, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• A••••••• S•••••••• L••	T•••• W••••• P•••••••• L••	Feb 25, 2026	Nov 3, 2025	-114	Firm change after gap	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
156549:326523:UT:2026-02-25	Feb 25, 2026	Nov 3, 2025	OREM, UT	Firm change after gap

Relationships

Registered with (2)

→ T•••• W••••• P•••••••• L••Registered adviserregistration: current employment
Nov 3, 2025 to presentfactForm ADV
→ C•••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Jan 21, 2025 to Feb 25, 2026factForm ADV

Dated events

Occurred
Feb 25, 2026
Advisor changed firm
J•• R••• B•••• left C•••••• A••••••• S•••••••• L•• for T•••• W••••• P•••••••• L•• (registered 2025-11-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1f2a909f-c394-8604-d620-68661fc49ac1
First observed: Jan 21, 2025
Last observed: Sep 15, 2026 7 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.