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W••••• J•••• L•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor15 years in industry

W••••• J•••• L•••••••

Advisor at E•••••••••

AUSTIN, TX | St. Louis, MO

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Search this name across graphsid dfx:ria:6d8a14d1-a0bb-1daf-cc19-35f3c0cf700b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jul 25, 2019 to Sep 15, 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: E•••••••••
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: Jan 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

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
E•••••••••	Independent wealth	Aug 26, 2024	n/a	yes	St. Louis, MO\|AUSTIN, TX	Current employment
D•• W••••• M•••••••••	Independent wealth	Jan 13, 2022	Jun 18, 2024	no

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
D•• W••••• M•••••••••	E•••••••••	Jun 18, 2024	Aug 26, 2024	69	Firm change	RIA to RIA
P•••••••• L••	D•• W••••• M•••••••••	Jan 5, 2022

Relationships

Registered with (3)

→ E•••••••••Registered adviserregistration: current employment
Aug 26, 2024 to presentfactForm ADV
→ D•• W••••• M•••••••••Registered adviserregistration: previous registration
Jan 13, 2022 to Jun 18, 2024factForm ADV
→ P•••••••• L••Registered adviserregistration: previous registration
Jul 25, 2019 to Jan 5, 2022factForm ADV

Dated events

Occurred
Jun 18, 2024
Advisor changed firm
W••••• J•••• L••••••• left D•• W••••• M••••••••• for Entrewealth (registered 2024-08-26)
Form ADVobserved 6 days ago
Occurred
Jan 5, 2022
Advisor changed firm
W••••• J•••• L••••••• left P•••••••• L•• for D•• W••••• M••••••••• (registered 2022-01-13)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6d8a14d1-a0bb-1daf-cc19-35f3c0cf700b
First observed: Jul 25, 2019
Last observed: Sep 15, 2026 6 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.