DFX Intelligence

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

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RIA / WealthAdvisor20 years in industry

J••••• W• T••••••••

Advisor at T•••• W••••• P•••••••

HOUSTON, TX

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Search this name across graphsid dfx:ria:7e80d299-a65a-1731-0d52-1e100515777d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 23, 2012 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••••• P•••••••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Jul 5, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••• W••••• P•••••••	Former SEC adviser	Aug 30, 2017	n/a	yes	HOUSTON, TX	Current employment
M••••• S••••••	Wirehouse	Oct 30, 2013	Apr 10, 2017	no	Houston, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	T•••• W••••• P•••••••	Apr 10, 2017	Aug 30, 2017	142	Firm change	Wirehouse to new firm
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M••••• S••••••	Oct 24, 2013	Oct 30, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
149777:287725:TX:2017-04-10	Apr 10, 2017	Aug 30, 2017	HOUSTON, TX	Firm change

Relationships

Registered with (3)

→ T•••• W••••• P•••••••Registered adviserregistration: current employment
Aug 30, 2017 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Oct 30, 2013 to Apr 10, 2017factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jul 23, 2012 to Oct 24, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7e80d299-a65a-1731-0d52-1e100515777d
First observed: Jul 23, 2012
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.