DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner19 years in industry

J•••••• E••• S••••••

Advisor at T•••• W••••• P•••••••• L••

LAWRENCE, KS | Southlake, TX

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Search this name across graphsid dfx:ria:5c7bd947-c779-366d-5208-705791426e00

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jul 6, 2017 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: Jun 14, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••• W••••• P•••••••• L••	Independent wealth	Oct 29, 2025	n/a	yes	LAWRENCE, KS\|Southlake, TX	Current employment
C•••••• A••••••• S•••••••• L••	Independent wealth	Jul 18, 2025	Jan 22, 2026	no	Southlake, TX\|DALLAS, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• A••••••• S•••••••• L••	T•••• W••••• P•••••••• L••	Jan 22, 2026	Oct 29, 2025	-85	Firm change after gap	RIA to RIA
C•••••• S••••• • C••• I•••	C•••••• A••••••• S•••••••• L••	Nov 6, 2024	Jul 18, 2025

Relationships

Registered with (5)

→ T•••• W••••• P•••••••• L••Registered adviserregistration: current employment
Oct 29, 2025 to presentfactForm ADV
→ C•••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Jul 18, 2025 to Jan 22, 2026factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Jan 26, 2022 to Nov 6, 2024factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••

Dated events

Occurred
Jan 22, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Nov 6, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5c7bd947-c779-366d-5208-705791426e00
First observed: Jul 6, 2017
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.