DFX Intelligence

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

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RIA / WealthAdvisor21 years in industry

J•••• T••••• D• S••••

Advisor at F•••• P••••••• W•••••• L••

Wellesley, MA

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Search this name across graphsid dfx:ria:8ab3b3ce-30d4-ef5f-6f4d-fc3d605b313b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 5, 2018 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 8, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• P••••••• W•••••• L••	Independent wealth	Mar 7, 2024	n/a	yes	Wellesley, MA	Current employment
G• • W•••• L••	Former SEC adviser	Nov 5, 2018	Mar 21, 2024	no	WELLESLEY, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G• • W•••• L••	F•••• P••••••• W•••••• L••	Mar 21, 2024	Mar 7, 2024	-14	Bulk transfer	RIA to RIA

Relationships

Registered with (2)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Mar 7, 2024 to presentfactForm ADV
→ G• • W•••• L••Registered adviserregistration: previous registration
Nov 5, 2018 to Mar 21, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8ab3b3ce-30d4-ef5f-6f4d-fc3d605b313b
First observed: Nov 5, 2018
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.