DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

J•• A•••••• R••••

Advisor at W•••• I••••••••• A•••••••• L••

LINCROFT, NJ | Garden Ridge, TX

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Search this name across graphsid dfx:ria:333a8806-2ec3-7bfd-8430-0592ebcaf635

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 12, 2002 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: W•••• I••••••••• A•••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Apr 20, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• I••••••••• A•••••••• L••	Other adviser	Jun 16, 2015	n/a	yes	Garden Ridge, TX\|LINCROFT, NJ	Current employment
I••••••••• F•••••••• P•••••••	Bd affiliated wealth	Nov 24, 2010	Jun 22, 2015	no	GARDEN RIDGE, TX\|GARDEN RIDGE, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• F•••••••• P•••••••	W•••• I••••••••• A•••••••• L••	Jun 22, 2015	Jun 16, 2015	-6	Firm change	Other
N•• A•••••••• I•••	I••••••••• F•••••••• P•••••••	Dec 1, 2010	Nov 24, 2010

Team moves

••• Locked

Team	Left	Joined	From	Kind
125112:208512:TX:2015-06-08	Jun 22, 2015	Jun 16, 2015	GARDEN RIDGE, TX	Firm change

Relationships

Registered with (6)

→ W•••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Jun 16, 2015 to presentfactForm ADV
→ I••••••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Nov 24, 2010 to Jun 22, 2015factForm ADV
→ N•• A•••••••• I•••Registered adviserregistration: previous registration
Nov 13, 2009 to Dec 1, 2010factForm ADV
→ L•• F•••••••• L••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:333a8806-2ec3-7bfd-8430-0592ebcaf635
First observed: Aug 12, 2002
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.