DFX Intelligence

J••••••• T••• M•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

J••••••• T••• M•••••••

Advisor at T•• W••••• O•••••••••

Dallas, TX

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Search this name across graphsid dfx:ria:368e4a8b-faa4-d214-1cd7-72245e5dded0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 5, 2012 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: T•• W••••• O•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 4, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• W••••• O•••••••••	ST•••_REGISTERED	Sep 6, 2019	n/a	yes	Dallas, TX	Current employment
W••••••••• W••••• M•••••••••	Independent wealth	Sep 11, 2020	Jan 7, 2025	no	DALLAS, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••••••• W••••• M•••••••••	n/a	Jan 7, 2025	n/a	n/a	Departure no registered destination	Departure
W••••••••• W••••• M•••••••••	T•• W••••• O•••••••••	Oct 1, 2019	Sep 6, 2019	-25

Relationships

Registered with (4)

→ T•• W••••• O•••••••••Registered adviserregistration: current employment
Sep 6, 2019 to presentfactForm ADV
→ W••••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Sep 11, 2020 to Jan 7, 2025factForm ADV
→ F••••••• S••••••••• L••Registered adviserregistration: previous registration
Jan 2, 2018 to Mar 5, 2019factForm ADV
→ S•••• W•••••Registered adviserregistration: previous registration

Dated events

Occurred
Jan 7, 2025
Advisor departed, no destination yet
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:368e4a8b-faa4-d214-1cd7-72245e5dded0
First observed: Jan 5, 2012
Last observed: Sep 14, 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.