T••• L••• S••••

Advisor at T•••• W••••• P•••••••• L••

••• Locked

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:3af33504-50c3-e0b1-cc55-4a3b6c222863

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Jun 14, 2007 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: Aug 30, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••• W••••• P•••••••• L••	Independent wealth	Sep 11, 2026	n/a	yes	Lake Charles, LA\|LAWRENCE, KS\|Lafayette, LA	Current employment
P••••••••• C•••••• A•••••••	Independent wealth	Oct 24, 2023	Sep 11, 2026	no	Lafayette, LA\|Lake Charles, LA\|Lafayette, LA\|WESTLAKE, OH\|Lafayette, LA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••••• C•••••• A•••••••	T•••• W••••• P•••••••• L••	Sep 11, 2026	Sep 11, 2026	0	Firm change	RIA to RIA
J• W• C••• A•••••••• I•••	P••••••••• C•••••• A•••••••	Oct 24, 2023	Oct 24, 2023

Relationships

Registered with (8)

→ T•••• W••••• P•••••••• L••Registered adviserregistration: current employment
Sep 11, 2026 to presentfactForm ADV
→ P••••••••• C•••••• A•••••••Registered adviserregistration: previous registration
Oct 24, 2023 to Sep 11, 2026factForm ADV
→ J• W• C••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 11, 2014 to Oct 24, 2023factForm ADV
→ F•••• A••••• A••••••• S•••••••• I•••

Dated events

Occurred
Sep 11, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Oct 24, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3af33504-50c3-e0b1-cc55-4a3b6c222863
First observed: Jun 14, 2007
Last observed: Sep 15, 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.