DFX Intelligence

J•••••• R•••••••• S••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor25 years in industry

J•••••• R•••••••• S••••••••

Advisor at T••••••• W••••• M•••••••••

RALEIGH, NC

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Search this name across graphsid dfx:ria:84b20c32-3b73-b84a-0f11-f0c384ffb510

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Apr 5, 2001 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J•••••• R•••••••• S••••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

J•••••• R•••••••• S••••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: T••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 5, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••• W••••• M•••••••••	Independent wealth	Jan 20, 2022	n/a	yes	RALEIGH, NC	Current employment

Relationships

Registered with (1)

→ T••••••• W••••• M•••••••••Registered adviserregistration: current employment
Jan 20, 2022 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:84b20c32-3b73-b84a-0f11-f0c384ffb510
First observed: Apr 5, 2001
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.