DFX Intelligence

J•••••• I•• K•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst23 years in industry

J•••••• I•• K•••••••

Advisor at F•••• T•••• W••••• A••••••• L••

Dallas, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 25, 2003 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: F•••• T•••• W••••• A••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jun 25, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• T•••• W••••• A••••••• L••	Mixed wealth	Jun 13, 2024	n/a	yes	Dallas, TX	Current employment
T••••• A••••••• S•••••••• I•••	Bd affiliated wealth	Jul 30, 2021	May 10, 2024	no	DALLAS, TX\|DALLAS, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• A••••••• S•••••••• I•••	F•••• T•••• W••••• A••••••• L••	May 10, 2024	Jun 13, 2024	34	Firm change	Other
G•••••••• I••••••••• M••••••••• L••	T••••• A••••••• S•••••••• I•••	Jul 28, 2016	Jul 30, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
283390:313015:TX:2024-04-26	May 10, 2024	Jun 13, 2024	DALLAS, TX	Firm change

Relationships

Registered with (3)

→ F•••• T•••• W••••• A••••••• L••Registered adviserregistration: current employment
Jun 13, 2024 to presentfactForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jul 30, 2021 to May 10, 2024factForm ADV
→ G•••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 25, 2003 to Jul 28, 2016factForm ADV

Dated events

Occurred
May 10, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 25, 2003
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.