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J••••• M•••••• R••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

J••••• M•••••• R••••

Advisor at W•••• F•••• A•••••••

SAGINAW, TX | GRAPEVINE, TX | HALTOM CITY, TX | BENBROOK, TX | FORT WORTH, TX

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Search this name across graphsid dfx:ria:a1f184de-40c9-09a1-f0e7-cde30ca52db6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 23, 2018 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Aug 22, 2023	n/a	yes	HALTOM CITY, TX\|GRAPEVINE, TX\|SAGINAW, TX\|FORT WORTH, TX\|BENBROOK, TX\|FORT WORTH, TX	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	May 23, 2018	Aug 22, 2023	no	FRISCO, TX\|HOUSTON, TX\|FORT WORTH, TX\|GRAND PRAIRIE, TX\|BEDFORD, TX\|FORT WORTH, TX\|FORT WORTH, TX\|FORT WORTH, TX\|FORT WORTH, TX\|FORT WORTH, TX\|HURST, TX\|HURST, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	W•••• F•••• A•••••••	Aug 22, 2023	Aug 22, 2023	0	Firm change	Wirehouse to wirehouse

Relationships

Registered with (2)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Aug 22, 2023 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
May 23, 2018 to Aug 22, 2023factForm ADV

Dated events

Occurred
Aug 22, 2023
Advisor changed firm
J••••• M•••••• R•••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for W•••• F•••• A••••••• (registered 2023-08-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a1f184de-40c9-09a1-f0e7-cde30ca52db6
First observed: May 23, 2018
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.