DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

J•••• W• M••••••

Advisor at G••••••••• W••••• M•••••••••

AUSTIN, TX | PFLUGERVILLE, TX

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Search this name across graphsid dfx:ria:3ecae87e-5769-96a4-a00e-48615a07e420

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 17, 2015 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: G••••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 3, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••••••• W••••• M•••••••••	Independent wealth	Oct 18, 2020	n/a	yes	AUSTIN, TX\|PFLUGERVILLE, TX	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Sep 17, 2015	Jul 17, 2020	no	AUSTIN, TX\|Austin, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	G••••••••• W••••• M•••••••••	Jul 17, 2020	Oct 18, 2020	93	Firm change	Ibd to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:309756:TX:2020-07-17	Jul 17, 2020	Oct 18, 2020	AUSTIN, TX	Firm change

Relationships

Registered with (2)

→ G••••••••• W••••• M•••••••••Registered adviserregistration: current employment
Oct 18, 2020 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Sep 17, 2015 to Jul 17, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ecae87e-5769-96a4-a00e-48615a07e420
First observed: Sep 17, 2015
Last observed: Sep 14, 2026 9 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.