DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

L••• J••••• B•••••••

Advisor at T•• W••••• C••••••••• G••••

LAS VEGAS, NV | EDMOND, OK

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Search this name across graphsid dfx:ria:771e4411-499a-cb35-7837-14ac81b4f0aa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 20, 2011 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••••• C••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• W••••• C••••••••• G••••	Independent wealth	Jul 19, 2021	n/a	yes	EDMOND, OK\|LAS VEGAS, NV	Current employment
H••••••••• G•••• E••••• • R••••••••• S•••••••••	Former SEC adviser	Nov 19, 2013	Sep 9, 2021	no	EDMOND, OK\|Edmond, OK

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••••• G•••• E••••• • R••••••••• S•••••••••	T•• W••••• C••••••••• G••••	Sep 9, 2021	Jul 19, 2021	-52	Firm change after gap	RIA to RIA
H••••••••• G•••• F•••••••• A•••••••• L••	H••••••••• G•••• E••••• • R••••••••• S•••••••••	Nov 20, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
169045:173194:OK:2021-09-09	Sep 9, 2021	Jul 19, 2021	EDMOND, OK	Firm change after gap

Relationships

Registered with (3)

→ T•• W••••• C••••••••• G••••Registered adviserregistration: current employment
Jul 19, 2021 to presentfactForm ADV
→ H••••••••• G•••• E••••• • R••••••••• S•••••••••Registered adviserregistration: previous registration
Nov 19, 2013 to Sep 9, 2021factForm ADV
→ H••••••••• G•••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 20, 2011 to Nov 20, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:771e4411-499a-cb35-7837-14ac81b4f0aa
First observed: Sep 20, 2011
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.