DFX Intelligence

J•••• N••• W••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner39 years in industry

J•••• N••• W••••••

Advisor at E••••••• W•••••• L••

BRYAN, TX

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Search this name across graphsid dfx:ria:8d339e1e-e2fd-1dc5-9531-ea04740202f8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 14, 1998 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: E••••••• W•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 4, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••••• W•••••• L••	State registered	Jul 29, 2021	n/a	yes	BRYAN, TX	Current employment
B••••••••• S•••••••• W•••••• L••	Former SEC adviser	Jul 15, 2013	Aug 6, 2021	no	DALLAS, TX\|ST LOUIS, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• S•••••••• W•••••• L••	E••••••• W•••••• L••	Aug 6, 2021	Jul 29, 2021	-8	Firm change	RIA to state RIA
J•• F•••••••• G••••• I•••	B••••••••• S•••••••• W•••••• L••	Oct 10, 2013	Jul 15, 2013

Relationships

Registered with (3)

→ E••••••• W•••••• L••Registered adviserregistration: current employment
Jul 29, 2021 to presentfactForm ADV
→ B••••••••• S•••••••• W•••••• L••Registered adviserregistration: previous registration
Jul 15, 2013 to Aug 6, 2021factForm ADV
→ J•• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Dec 14, 1998 to Oct 10, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8d339e1e-e2fd-1dc5-9531-ea04740202f8
First observed: Dec 14, 1998
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.