DFX Intelligence

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

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RIA / WealthAdvisor34 years in industry

J•••• W•••••• C••••

Advisor at W•••• A•••• M•••••••••

DALLAS, TX

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Search this name across graphsid dfx:ria:7de8a7dc-21f7-6379-2924-5ba7fdb14252

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Dec 9, 1999 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: W•••• A•••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 28, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• A•••• M•••••••••	Independent wealth	Jun 6, 2013	n/a	yes	DALLAS, TX	Current employment
M••••• C•••••• M••••••••• L••	Former SEC adviser	Jun 10, 2014	Sep 26, 2016	no	DALLAS, TX\|DALLAS, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••••••• G•••• I•••	W•••• A•••• M•••••••••	Dec 31, 2020	Jun 6, 2013	-2,765	Firm change after gap	RIA to RIA
M••••• C•••••• M••••••••• L••	n/a	Sep 26, 2016	n/a	n/a

Relationships

Registered with (4)

→ W•••• A•••• M•••••••••Registered adviserregistration: current employment
Jun 6, 2013 to presentfactForm ADV
→ W•••• F•••••••• G•••• I•••Registered adviserregistration: previous registration
Jul 9, 2007 to Dec 31, 2020factForm ADV
→ M••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 10, 2014 to Sep 26, 2016factForm ADV
→ O••••• A••••••• C•••••••••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7de8a7dc-21f7-6379-2924-5ba7fdb14252
First observed: Dec 9, 1999
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.