DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

J•••• W•••••• T••••••

Advisor at C•••• I•••

DALAS, TX

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Search this name across graphsid dfx:ria:46784230-9814-b115-d3f1-8b205f698507

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Jun 27, 2002 to Sep 14, 2026

Across DFX

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

Private Equityidentity

J•••• W•••••• T••••••

Private equity principal · key crd individual

Facts

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

Current firm: C•••• I•••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Aug 29, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• I•••	Asset manager	Oct 5, 2004	n/a	yes	DALAS, TX	Current employment
C••••••• P••••• M••••• G••••• L•••	n/a	Oct 5, 2004	Jun 21, 2006	no	DALLAS, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• P••••• M••••• G••••• L•••	C•••• I•••	Jun 21, 2006	Oct 5, 2004	-624	Firm change after gap	Other
C••••••• T••••••	C••••••• P••••• M••••• G••••• L•••	May 8, 2006	Oct 5, 2004

Relationships

Registered with (3)

→ C•••• I•••Registered adviserregistration: current employment
Oct 5, 2004 to presentfactForm ADV
→ C••••••• P••••• M••••• G••••• L•••Registered adviserregistration: previous registration
Oct 5, 2004 to Jun 21, 2006factForm ADV
→ C••••••• T••••••Registered adviserregistration: previous registration
Jun 27, 2002 to May 8, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:46784230-9814-b115-d3f1-8b205f698507
First observed: Jun 27, 2002
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.