DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant32 years in industry

JEFFREY ALLEN WRIGHT

Advisor at TEAMWORK FINANCIAL ADVISORS, LLC

HOUSTON, TX | SAN ANTONIO, TX

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:45ea2a62-36ee-03e8-e6f1-3866ab3efa18

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 7, 2005 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: TEAMWORK FINANCIAL ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 24, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63
First exam: Aug 24, 1994
First registration: Sep 7, 2005
Dual registered: no
Other names: JEFFREY A WRIGHT
IAPD individual key: 2515933

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TEAMWORK FINANCIAL ADVISORS, LLC	Independent wealth	Aug 25, 2023	n/a	yes	HOUSTON, TX\|SAN ANTONIO, TX	Current employment
SIGNATOR FINANCIAL SERVICES, INC.	Former SEC adviser	Nov 19, 2012	Oct 2, 2013	no	Bellevue, WA	Previous registration
ESI FINANCIAL ADVISORS	Independent wealth	Jun 10, 2008	Mar 17, 2011	no	GLASTONBURY, CT\|NEWINGTON, CT	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Sep 7, 2005	Jun 4, 2008	no	GROTON, CT\|WALTHAM, MA\|GLASTONBURY, CT\|GLASTONBURY, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SIGNATOR FINANCIAL SERVICES, INC.	TEAMWORK FINANCIAL ADVISORS, LLC	Oct 2, 2013	Aug 25, 2023	3,614	Firm change after gap	Other
ESI FINANCIAL ADVISORS	SIGNATOR FINANCIAL SERVICES, INC.	Mar 17, 2011	Nov 19, 2012	613	Firm change after gap	Other
COMMONWEALTH FINANCIAL NETWORK	ESI FINANCIAL ADVISORS	Jun 4, 2008	Jun 10, 2008	6	Firm change	Other

Relationships

Registered with (4)

→ TEAMWORK FINANCIAL ADVISORS, LLCRegistered adviserregistration: current employment
Aug 25, 2023 to presentfactForm ADV
→ SIGNATOR FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Nov 19, 2012 to Oct 2, 2013factForm ADV
→ ESI FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jun 10, 2008 to Mar 17, 2011factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Sep 7, 2005 to Jun 4, 2008factForm ADV

Dated events

No dated event names this entity yet.