DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

J••• W•••••• R•••••••

Advisor at C••••••••• C•••••• A•••••••

••• 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:3fa79dd1-cd6d-2d30-8626-b73b8c60fe7b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 1
Observed: Sep 5, 2003 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J••• W•••••• R•••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C••••••••• C•••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 3, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••••• L••	Independent wealth	Apr 13, 2026	n/a	yes	Irving, TX\|AUSTIN, TX	Current employment
C••••••••• C•••••• A•••••••	Independent wealth	Mar 29, 2023	n/a	yes	IRVING, TX	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	C••••••••• C•••••• A•••••••	Apr 3, 2023	Mar 29, 2023	-5	Firm change	Ibd to new firm
P••••••• F•••••••• S•••••••• I•••	C••••••••• F•••••••• N••••••	Jan 14, 2016	Jan 14, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
8032:322366:TX:2023-04-03	Apr 3, 2023	Mar 29, 2023	IRVING, TX	Firm change
10740:8032:TX:2016-01-14	Jan 14, 2016	Jan 14, 2016	IRVING, TX	Firm change

Relationships

Registered with (7)

→ A••••••••• L••Registered adviserregistration: current employment
Apr 13, 2026 to presentfactForm ADV
→ C••••••••• C•••••• A•••••••Registered adviserregistration: current employment
Mar 29, 2023 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Jan 14, 2016 to Apr 3, 2023factForm ADV
→ P••••••• F•••••••• S•••••••• I•••

Dated events

Occurred
Apr 3, 2023
Advisor changed firm
J••• W•••••• R••••••• left C••••••••• F•••••••• N•••••• for C••••••••• C•••••• A••••••• (registered 2023-03-29)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3fa79dd1-cd6d-2d30-8626-b73b8c60fe7b
First observed: Sep 5, 2003
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.