DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

T••••• J• F•••••••••

Advisor at H••••••• H••• W••••• P••••••• L••

NEW BRAUNFELS, TX

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Search this name across graphsid dfx:ria:82c97a4c-3a61-50a2-eb2e-f60e2822a103

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: May 22, 2023 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: H••••••• H••• W••••• P••••••• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••••• H••• W••••• P••••••• L••	No RAUM reported	Jul 20, 2026	n/a	yes	NEW BRAUNFELS, TX	Current employment
T••••••• F•••••••• A•••••••• L••	Independent wealth	Dec 20, 2024	Aug 14, 2026	no	SAN ANTONIO, TX\|New Braunfels, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••• F•••••••• A•••••••• L••	H••••••• H••• W••••• P••••••• L••	Aug 14, 2026	Jul 20, 2026	-25	Firm change	RIA to new firm
L•• F•••••••• L••	T••••••• F•••••••• A•••••••• L••	Dec 24, 2024	Dec 20, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
165237:342736:TX:2026-08-14	Aug 14, 2026	Jul 20, 2026	NEW BRAUNFELS, TX	Firm change

Relationships

Registered with (3)

→ H••••••• H••• W••••• P••••••• L••Registered adviserregistration: current employment
Jul 20, 2026 to presentfactForm ADV
→ T••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 20, 2024 to Aug 14, 2026factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
May 22, 2023 to Dec 24, 2024factForm ADV

Dated events

Occurred
Aug 14, 2026
Advisor changed firm
T••••• J• F••••••••• left T••••••• F•••••••• A•••••••• L•• for H••••••• H••• W••••• P••••••• L•• (registered 2026-07-20)
Form ADVobserved 7 days ago
Occurred
Dec 24, 2024
Advisor changed firm
T••••• J• F••••••••• left L•• F•••••••• L•• for T••••••• F•••••••• A•••••••• L•• (registered 2024-12-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:82c97a4c-3a61-50a2-eb2e-f60e2822a103
First observed: May 22, 2023
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.