S•••• J• W••••

Advisor at F•••••• W••••• M••••••••• L••

DALLAS, TX

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Search this name across graphsid dfx:ria:a53be5f5-8c81-0c57-636c-821a3906faee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 25, 1994 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•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 1981earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••• W••••• M••••••••• L••	Independent wealth	Jul 13, 2011	n/a	yes	DALLAS, TX	Current employment
F•••••• F•••••••• S•••••••• L••	n/a	May 25, 1994	Aug 26, 2011	no	DALLAS, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••• F•••••••• S•••••••• L••	F•••••• W••••• M••••••••• L••	Aug 26, 2011	Jul 13, 2011	-44	Firm change after gap	Other

Relationships

Registered with (2)

→ F•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jul 13, 2011 to presentfactForm ADV
→ F•••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
May 25, 1994 to Aug 26, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a53be5f5-8c81-0c57-636c-821a3906faee
First observed: May 25, 1994
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.