T•••• J••••

Advisor at ••••••••

Clayton, MO | Aiken, SC

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:579ba9cd-32c0-0878-3b53-45889ae6fe2c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 6, 2005 to Sep 15, 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: ••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 9, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
••••••••	Independent wealth	Jul 15, 2025	n/a	yes	Aiken, SC\|Clayton, MO	Current employment
W•••• F•••• A•••••••	Wirehouse	Mar 14, 2019	Jul 22, 2025	no	AIKEN, SC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	••••••••	Jul 22, 2025	Jul 15, 2025	-7	Firm change	Wirehouse to RIA
W•••• F•••• A•••••••	W•••• F•••• A•••••••	Mar 14, 2019	Mar 14, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
11025:3767:SC:2025-07-22	Jul 22, 2025	Jul 15, 2025	AIKEN, SC	Firm change
19616:11025:SC:2019-03-14	Mar 14, 2019	Mar 14, 2019	AIKEN, SC	Firm change

Relationships

Registered with (4)

→ ••••••••Registered adviserregistration: current employment
Jul 15, 2025 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Mar 14, 2019 to Jul 22, 2025factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 1, 2008 to Mar 14, 2019factForm ADV
→ A• G• E•••••• • S•••• I•••Registered adviser

Dated events

Occurred
Jul 22, 2025
Advisor changed firm
T•••• J•••• left W•••• F•••• A••••••• for &Partners (registered 2025-07-15)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:579ba9cd-32c0-0878-3b53-45889ae6fe2c
First observed: Sep 6, 2005
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.