DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

J•••••• T••••• L••••••

Advisor at P••••••••• • A• E••••••••• C••••••

Springfield, MO | OWINGS MILLS, MD

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Search this name across graphsid dfx:ria:87685428-25ca-f495-e82a-893a478a6b01

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 9, 2012 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: P••••••••• • A• E••••••••• C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 5, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom 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
P••••••••• • A• E••••••••• C••••••	Independent wealth	Aug 28, 2026	n/a	yes	OWINGS MILLS, MD\|Springfield, MO	Current employment
F••••• M••••• W••••• A•••••••• L••	Independent wealth	Dec 4, 2014	Jul 23, 2026	no	KANSAS CITY, MO\|SPRINGFIELD, MO\|Joplin, MO\|Kansas City, MO\|Oakbrook Terrace, IL\|St. Louis, MO\|Branson, MO\|Chicago, IL\|Charlotte, NC\|Richmond, VA\|Norfolk, VA\|Raleigh, NC\|Winston-Salem, NC\|Springfield, MO\|Tysons, VA\|Greenville, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••• M••••• W••••• A•••••••• L••	P••••••••• • A• E••••••••• C••••••	Jul 23, 2026	Aug 28, 2026	36	Firm change	RIA to RIA
E••••• J••••	F••••• M••••• W••••• A•••••••• L••	Dec 4, 2014	Dec 4, 2014

Relationships

Registered with (3)

→ P••••••••• • A• E••••••••• C••••••Registered adviserregistration: current employment
Aug 28, 2026 to presentfactForm ADV
→ F••••• M••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 4, 2014 to Jul 23, 2026factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jan 9, 2012 to Dec 4, 2014factForm ADV

Dated events

Occurred
Jul 23, 2026
Advisor changed firm
J•••••• T••••• L•••••• left F••••• M••••• W••••• A•••••••• L•• for P••••••••• • A• E••••••••• C•••••• (registered 2026-08-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:87685428-25ca-f495-e82a-893a478a6b01
First observed: Jan 9, 2012
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.