J•• D•• L•••

Advisor at T••••• T••••• I••••••••• A•••••••• L••

Spokane, WA | SPOKANE, WA

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:63b3767e-57c2-073c-789a-3f6111ba2424

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 10, 1997 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••••• T••••• I••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 8, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••• T••••• I••••••••• A•••••••• L••	Independent wealth	Jul 30, 2014	n/a	yes	SPOKANE, WA\|Spokane, WA	Current employment
O••••• I••••••••• A••••••• L••	Independent wealth	Dec 22, 2021	Jul 16, 2026	no	SPOKANE, WA\|SARASOTA, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••• I••••••••• A••••••• L••	n/a	Jul 16, 2026	n/a	n/a	Departure no registered destination	Departure
P••••••• H••••••• W••••• A•••••••• I•••	T••••• T••••• I••••••••• A•••••••• L••	Sep 4, 2003	Jul 30, 2014	3,982

Relationships

Registered with (4)

→ T••••• T••••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Jul 30, 2014 to presentfactForm ADV
→ O••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Dec 22, 2021 to Jul 16, 2026factForm ADV
→ P••••••• H••••••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 24, 2002 to Sep 4, 2003factForm ADV
→ W••••• A•••• M•••••••

Dated events

Occurred
Jul 16, 2026
Advisor departed, no destination yet
J•• D•• L••• no longer registered at O••••• I••••••••• A••••••• L••; no later IA registration on IAPD
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:63b3767e-57c2-073c-789a-3f6111ba2424
First observed: Mar 10, 1997
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.