DFX Intelligence

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

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RIA / WealthAdvisor33 years in industry

J•••• R••••••• D••••

Advisor at R•• D•••• I••••••••• L••

Grand Prairie, TX

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Search this name across graphsid dfx:ria:59b3488a-38f2-6f9f-1113-28f66b0a36fa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Nov 1, 2002 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: R•• D•••• I••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 16, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•• D•••• I••••••••• L••	State registered	Sep 6, 2018	n/a	yes	Grand Prairie, TX	Current employment
J•••• R• D••••	n/a	Apr 28, 2008	Apr 28, 2008	no	GRAND PRAIRIE, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J•••• R• D••••	R•• D•••• I••••••••• L••	Apr 28, 2008	Sep 6, 2018	3,783	Firm change after gap	Other
H••••• C•••••• M••••••••• I••	J•••• R• D••••	Jul 30, 2007	Apr 28, 2008

Relationships

Registered with (6)

→ R•• D•••• I••••••••• L••Registered adviserregistration: current employment
Sep 6, 2018 to presentfactForm ADV
→ J•••• R• D••••Registered adviserregistration: previous registration
Apr 28, 2008 to Apr 28, 2008factForm ADV
→ H••••• C•••••• M••••••••• I••Registered adviserregistration: previous registration
Jan 3, 2007 to Jul 30, 2007factForm ADV
→ F•••• D••••• S••••••••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:59b3488a-38f2-6f9f-1113-28f66b0a36fa
First observed: Nov 1, 2002
Last observed: Sep 14, 2026 8 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.