DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

J••• S••••• M•••••••

Advisor at T••••••• T••••••••• A•••••••

Tyler, TX | FORT WORTH, TX

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 1:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 7, 2023 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: T••••••• T••••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••• T••••••••• A•••••••	Independent wealth	Jan 25, 2026	n/a	yes	FORT WORTH, TX\|Tyler, TX	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Jan 7, 2023	Feb 25, 2026	no	TYLER, TX\|FT. WORTH, TX\|TYLER, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	T••••••• T••••••••• A•••••••	Feb 25, 2026	Jan 25, 2026	-31	Firm change after gap	Ibd to new firm

Relationships

Registered with (2)

→ T••••••• T••••••••• A•••••••Registered adviserregistration: current employment
Jan 25, 2026 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jan 7, 2023 to Feb 25, 2026factForm ADV

Dated events

Order

Occurred
25 Feb 2026
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 7, 2023
Last observed: Sep 15, 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.