DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

J••••••• M••• F••••••

Advisor at T•••• W••••• P•••••••• L••

LAWRENCE, KS | Palm Beach Gardens, FL

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Search this name across graphsid dfx:ria:5bcbc706-fa67-d13c-06c8-f6472595d8c9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Aug 16, 2010 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•••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 28, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom 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
T•••• W••••• P•••••••• L••	Independent wealth	Apr 3, 2025	n/a	yes	LAWRENCE, KS\|Palm Beach Gardens, FL	Current employment
C••••••••• W•••••• L••	Independent wealth	Jan 17, 2023	Apr 15, 2025	no	Palm Beach Gardens, FL\|OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• W•••••• L••	T•••• W••••• P•••••••• L••	Apr 15, 2025	Apr 3, 2025	-12	Firm change	RIA to RIA
A• W••••• M••••••••• L••	C••••••••• W•••••• L••	Jan 5, 2023	Jan 17, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
132070:282580:FL:2016-11-17	Dec 9, 2016	Dec 19, 2016	SARASOTA, FL	Firm change

Relationships

Registered with (4)

→ T•••• W••••• P•••••••• L••Registered adviserregistration: current employment
Apr 3, 2025 to presentfactForm ADV
→ C••••••••• W•••••• L••Registered adviserregistration: previous registration
Jan 17, 2023 to Apr 15, 2025factForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 19, 2016 to Jan 5, 2023factForm ADV
→ G••••• F•••••••• P•••••• C••••••• I•••

Dated events

Occurred
Apr 15, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jan 5, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5bcbc706-fa67-d13c-06c8-f6472595d8c9
First observed: Aug 16, 2010
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.