DFX Intelligence

J•••• O•••• P•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

J•••• O•••• P•••••

Advisor at T•• B•••••• G•••• W••••• A•••••••• L••

VESTAVIA HILLS , AL | TAMPA, FL

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Search this name across graphsid dfx:ria:8eb0b6ed-318e-34e4-53ca-72f8688630d8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: May 17, 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: T•• B•••••• G•••• W••••• A•••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Jul 12, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• B•••••• G•••• W••••• A•••••••• L••	Other adviser	Jun 12, 2026	n/a	yes	VESTAVIA HILLS , AL\|TAMPA, FL	Current employment
C•• A•••••••• L••	n/a	Oct 1, 2024	Jun 1, 2026	no	BIRMINGHAM, AL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•• A•••••••• L••	T•• B•••••• G•••• W••••• A•••••••• L••	Jun 1, 2026	Jun 12, 2026	11	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C•• A•••••••• L••	Sep 4, 2024	Oct 1, 2024

Relationships

Registered with (5)

→ T•• B•••••• G•••• W••••• A•••••••• L••Registered adviserregistration: current employment
Jun 12, 2026 to presentfactForm ADV
→ C•• A•••••••• L••Registered adviserregistration: previous registration
Oct 1, 2024 to Jun 1, 2026factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
May 10, 2023 to Sep 4, 2024factForm ADV
→ N••••••• 4•••• L••

Dated events

Occurred
Jun 1, 2026
Advisor changed firm
J•••• O•••• P••••• left C•• A•••••••• L•• for T•• B•••••• G•••• W••••• A•••••••• L•• (registered 2026-06-12)
Form ADVobserved 7 days ago
Occurred
Sep 4, 2024
Advisor changed firm
J•••• O•••• P••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for C•• A•••••••• L•• (registered 2024-10-01)
Form ADVobserved 7 days ago
Occurred
Apr 25, 2023
Advisor changed firm
J•••• O•••• P••••• left N••••••• 4•••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2023-05-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8eb0b6ed-318e-34e4-53ca-72f8688630d8
First observed: May 17, 2018
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.