DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner25 years in industry

LANCE DOUGLAS JAMERSON

Advisor at WESTSHORE WEALTH

Dallas, 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:5a79fd96-8edc-a19e-74ca-d0aea24e502e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Sep 25, 2000 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: WESTSHORE WEALTH
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: Sep 22, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 22, 2000
First registration: Sep 25, 2000
Dual registered: no
IAPD individual key: 4264435

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
WESTSHORE WEALTH	Independent wealth	Jan 26, 2019	n/a	yes	Dallas, TX	Current employment
HOWARD FINANCIAL SERVICES, LTD.	Independent wealth	Oct 24, 2013	Feb 8, 2019	no	DALLAS, TX	Previous registration
TRIAD ADVISORS, LLC	Former SEC adviser	Nov 11, 2011	Sep 23, 2013	no	AUSTIN, TX	Previous registration
J. W. COLE ADVISORS, INC.	Bd affiliated wealth	Jun 3, 2009	Dec 9, 2011	no	TAMPA, FL\|AUSTIN, TX	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	May 11, 2006	Apr 30, 2009	no	AUSTIN, TX	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Sep 25, 2000	Apr 13, 2006	no	MEMPHIS, TN	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
HOWARD FINANCIAL SERVICES, LTD.	WESTSHORE WEALTH	Feb 8, 2019	Jan 26, 2019	-13	Firm change	RIA to RIA
TRIAD ADVISORS, LLC	HOWARD FINANCIAL SERVICES, LTD.	Sep 23, 2013	Oct 24, 2013	31	Firm change	Other
J. W. COLE ADVISORS, INC.	TRIAD ADVISORS, LLC	Dec 9, 2011	Nov 11, 2011	-28	Firm change	Other
NFP ADVISOR SERVICES, LLC	J. W. COLE ADVISORS, INC.	Apr 30, 2009	Jun 3, 2009	34	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	NFP ADVISOR SERVICES, LLC	Apr 13, 2006	May 11, 2006	28	Firm change	Other

Relationships

Registered with (6)

→ WESTSHORE WEALTHRegistered adviserregistration: current employment
Jan 26, 2019 to presentfactForm ADV
→ HOWARD FINANCIAL SERVICES, LTD.Registered adviserregistration: previous registration
Oct 24, 2013 to Feb 8, 2019factForm ADV
→ TRIAD ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 11, 2011 to Sep 23, 2013factForm ADV
→ J. W. COLE ADVISORS, INC.Registered adviserregistration: previous registration
Jun 3, 2009 to Dec 9, 2011factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
May 11, 2006 to Apr 30, 2009factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Sep 25, 2000 to Apr 13, 2006factForm ADV

Dated events

No dated event names this entity yet.