DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

J••• C•••••

Advisor at T••• F••••••••

San Antonio, TX

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Search this name across graphsid dfx:ria:54fb6f8d-8254-f73d-0098-72e99586106a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 19, 2016 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: T••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••• F••••••••	Independent wealth	Jun 11, 2024	n/a	yes	San Antonio, TX	Current employment
C•••••• S••••• • C••• I•••	National bd RIA	Nov 1, 2021	Jun 7, 2024	no	San Antonio, TX\|Converse, TX\|Westlake, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• S••••• • C••• I•••	T••• F••••••••	Jun 7, 2024	Jun 11, 2024	4	Firm change	Ibd to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C•••••• S••••• • C••• I•••	Oct 26, 2021	Nov 1, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:5393:TX:2021-10-22	Oct 26, 2021	Nov 1, 2021	SAN ANTONIO, TX	Firm change
79:106352:TX:2017-01-31	Jan 31, 2017	Feb 9, 2017	SAN ANTONIO, TX	Firm change

Relationships

Registered with (6)

→ T••• F••••••••Registered adviserregistration: current employment
Jun 11, 2024 to presentfactForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Nov 1, 2021 to Jun 7, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 20, 2019 to Oct 26, 2021factForm ADV
→ U••• I••••••••• S••••••• C••••••

Dated events

Occurred
Jun 7, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:54fb6f8d-8254-f73d-0098-72e99586106a
First observed: Sep 19, 2016
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.