J••••••• J• L••

Advisor at W•••• C••••• S••••••••• I•••

San Antonio, TX | Columbus, OH

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:3c2dcc1c-c807-2141-2626-50730d4626aa

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 23, 2010 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•••• C••••• S••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• C••••• S••••••••• I•••	State registered	Feb 28, 2017	n/a	yes	San Antonio, TX\|Columbus, OH	Current employment
T••••••••• F•••••••• A•••••••• L••	Bd affiliated wealth	Jan 6, 2012	Feb 9, 2015	no	HOUSTON, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• F•••••••• A•••••••• L••	W•••• C••••• S••••••••• I•••	Feb 9, 2015	Feb 28, 2017	750	Firm change after gap	Other
I••••••••• A••••••• I••••••••• I•••	T••••••••• F•••••••• A•••••••• L••	Jan 6, 2012	Jan 6, 2012

Relationships

Registered with (3)

→ W•••• C••••• S••••••••• I•••Registered adviserregistration: current employment
Feb 28, 2017 to presentfactForm ADV
→ T••••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 6, 2012 to Feb 9, 2015factForm ADV
→ I••••••••• A••••••• I••••••••• I•••Registered adviserregistration: previous registration
Nov 23, 2010 to Jan 6, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3c2dcc1c-c807-2141-2626-50730d4626aa
First observed: Nov 23, 2010
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.