DFX Intelligence

J••••• A••••• V••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor25 years in industry

J••••• A••••• V••••••

Advisor at T••••••••• F••••• W•••••

PHOENIX, AZ

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Search this name across graphsid dfx:ria:914ce3da-e1c3-19da-8578-591171db17ba

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 21, 2005 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••••••••• F••••• W•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 18, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••••• F••••• W•••••	State registered	May 23, 2024	n/a	yes	PHOENIX, AZ	Current employment
W••••• M••••••••• S••••••••	Independent wealth	Jun 29, 2015	Mar 13, 2024	no	SCOTTSDALE, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• M••••••••• S••••••••	T••••••••• F••••• W•••••	Mar 13, 2024	May 23, 2024	71	Firm change	RIA to state RIA
P•• M•••••• A•••••• S••••••••• I•••	W••••• M••••••••• S••••••••	Jan 13, 2014	Mar 10, 2014

Relationships

Registered with (4)

→ T••••••••• F••••• W•••••Registered adviserregistration: current employment
May 23, 2024 to presentfactForm ADV
→ W••••• M••••••••• S••••••••Registered adviserregistration: previous registration
Jun 29, 2015 to Mar 13, 2024factForm ADV
→ P•• M•••••• A•••••• S••••••••• I•••Registered adviserregistration: previous registration
Jan 23, 2013 to Jan 13, 2014factForm ADV
→ C•••••• S••••• • C••• I•••

Dated events

Occurred
Mar 13, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:914ce3da-e1c3-19da-8578-591171db17ba
First observed: Sep 21, 2005
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.