DFX Intelligence

J•••••• E•••• P••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor20 years in industry

J•••••• E•••• P••••••••

Advisor at T•• A•••••••• L••

••• Locked

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Search this name across graphsid dfx:ria:7e2e2274-d68a-c447-79b6-7fe7dce12b53

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 11, 2011 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•• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• A•••••••• L••	Independent wealth	Aug 2, 2022	n/a	yes	OVERLAND PARK, KS\|West Chester Township, OH	Current employment
A••••••• A••••••• S•••••••• L••	Bd affiliated wealth	Nov 1, 2021	Jun 30, 2023	no	OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• A••••••• S•••••••• L••	T•• A•••••••• L••	Jun 30, 2023	Aug 2, 2022	-332	Firm change after gap	Other
A••••••• A••••••• S•••••••	A••••••• A••••••• S•••••••• L••	Nov 1, 2021	Nov 1, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
317245:321870:KS:2023-06-30	Jun 30, 2023	Aug 2, 2022	OVERLAND PARK, KS	Firm change after gap

Relationships

Registered with (3)

→ T•• A•••••••• L••Registered adviserregistration: current employment
Aug 2, 2022 to presentfactForm ADV
→ A••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Nov 1, 2021 to Jun 30, 2023factForm ADV
→ A••••••• A••••••• S•••••••Registered adviserregistration: previous registration
May 11, 2011 to Nov 1, 2021factForm ADV

Dated events

Occurred
Jun 30, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7e2e2274-d68a-c447-79b6-7fe7dce12b53
First observed: May 11, 2011
Last observed: Sep 15, 2026 7 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.