DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

J••••• T••••• C•••••••

Advisor at D••••• W•••••• L••

PALM BEACH GARDENS, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7eb03588-aa36-5401-ec48-36957d6634e6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 27, 2015 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: D••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 16, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D••••• W•••••• L••	Independent wealth	Aug 22, 2022	n/a	yes	PALM BEACH GARDENS, FL	Current employment
S•••• F••••••••	Independent wealth	Mar 11, 2022	Aug 26, 2022	no	HORSHAM, PA\|JUPITER, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••• F••••••••	D••••• W•••••• L••	Aug 26, 2022	Aug 22, 2022	-4	Firm change	RIA to RIA
S•• W•••••	S•••• F••••••••	Feb 25, 2022	Mar 11, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
19714:7691:FL:2015-11-12	Nov 12, 2015	Oct 26, 2015	PALM BEACH, FL	Firm change

Relationships

Registered with (5)

→ D••••• W•••••• L••Registered adviserregistration: current employment
Aug 22, 2022 to presentfactForm ADV
→ S•••• F••••••••Registered adviserregistration: previous registration
Mar 11, 2022 to Aug 26, 2022factForm ADV
→ S•• W•••••Registered adviserregistration: previous registration
Jun 21, 2017 to Feb 25, 2022factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Aug 26, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Feb 25, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7eb03588-aa36-5401-ec48-36957d6634e6
First observed: Mar 27, 2015
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.