DFX Intelligence

R•••••• A• C•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor17 years in industry

R•••••• A• C•••••••

Advisor at J•••• T•••••• I••••••••• P•••••••• L••

TAMPA, FL | Woodstock, GA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 22, 2009 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: J•••• T•••••• I••••••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 18, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•••• T•••••• I••••••••• P•••••••• L••	Independent wealth	Mar 11, 2024	n/a	yes	Woodstock, GA\|TAMPA, FL	Current employment
F•••• T•••• S••••••••• I•••	Bd affiliated wealth	Apr 26, 2019	Dec 22, 2023	no	ALPHARETTA, GA\|ALPHARETTA, GA\|ALPHARETTA, GA\|DUNWOODY, GA\|PEACHTREE CORNERS, GA\|ROSWELL, GA\|MARIETTA, GA\|ATLANTA, GA\|ROSWELL, GA\|LAWRENCEVILLE, GA\|POWDER SPRINGS, GA\|SMYRNA, GA\|LAWRENCEVILLE, GA\|DULUTH, GA\|DULUTH, GA\|ATLANTA, GA\|MARIETTA, GA\|ATLANTA, GA\|ATLANTA, GA\|NORCROSS, GA\|MARIETTA, GA\|KENNESAW, GA\|MARIETTA, GA\|ATLANTA, GA\|KENNESAW, GA\|SMYRNA, GA\|LAWRENCEVILLE, GA\|LOGANVILLE, GA\|ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• T•••• S••••••••• I•••	J•••• T•••••• I••••••••• P•••••••• L••	Dec 22, 2023	Mar 11, 2024	80	Firm change	Ibd to RIA
M••••• S••••••	F•••• T•••• S••••••••• I•••	Apr 23, 2019	Apr 26, 2019

Relationships

Registered with (4)

→ J•••• T•••••• I••••••••• P•••••••• L••Registered adviserregistration: current employment
Mar 11, 2024 to presentfactForm ADV
→ F•••• T•••• S••••••••• I•••Registered adviserregistration: previous registration
Apr 26, 2019 to Dec 22, 2023factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Apr 24, 2012 to Apr 23, 2019factForm ADV
→ E••••• J••••

Dated events

Order

Occurred
22 Dec 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 22, 2009
Last observed: Sep 15, 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.