DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

W•••••• J••••• T••••

Advisor at I••••••••• W••••• C••••••• L••

TAMPA, FL

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Search this name across graphsid dfx:ria:3797456a-472c-ed61-c521-a1e3bce22b63

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Apr 12, 2022 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: I••••••••• W••••• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 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: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• W••••• C••••••• L••	Independent wealth	Mar 25, 2026	n/a	yes	TAMPA, FL	Current employment
Q•••••••• V•••••• F••••• O•••••• L••	Former SEC adviser	Apr 16, 2025	May 14, 2026	no	TAMPA, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
Q•••••••• V•••••• F••••• O•••••• L••	I••••••••• W••••• C••••••• L••	May 14, 2026	Mar 25, 2026	-50	Firm change after gap	RIA to RIA
K••••• A••••••• S•••••••• L••	Q•••••••• V•••••• F••••• O•••••• L••	Jun 2, 2025	Apr 16, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
335307:284656:FL:2026-05-14	May 14, 2026	Mar 25, 2026	TAMPA, FL	Firm change after gap

Relationships

Registered with (4)

→ I••••••••• W••••• C••••••• L••Registered adviserregistration: current employment
Mar 25, 2026 to presentfactForm ADV
→ Q•••••••• V•••••• F••••• O•••••• L••Registered adviserregistration: previous registration
Apr 16, 2025 to May 14, 2026factForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Jan 23, 2023 to Jun 2, 2025factForm ADV
→ M••••• S••••••

Dated events

Occurred
May 14, 2026
Advisor changed firm
W•••••• J••••• T•••• left Q•••••••• V•••••• F••••• O•••••• L•• for I••••••••• W••••• C••••••• L•• (registered 2026-03-25)
Form ADVobserved 7 days ago
Occurred
Jun 2, 2025
Advisor changed firm
W•••••• J••••• T•••• left K••••• A••••••• S•••••••• L•• for Q•••••••• V•••••• F••••• O•••••• L•• (registered 2025-04-16)
Form ADVobserved 7 days ago
Occurred
Dec 12, 2022
Advisor changed firm
W•••••• J••••• T•••• left M••••• S•••••• for K••••• A••••••• S•••••••• L•• (registered 2023-01-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3797456a-472c-ed61-c521-a1e3bce22b63
First observed: Apr 12, 2022
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.