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T••••• J•••• C••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

T••••• J•••• C••

Advisor at W••• F•••••••• A•••••••

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:ab5f5639-8daa-00a0-3717-c2920a83b262

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 20, 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: W••• F•••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
W••• F•••••••• A•••••••	Independent wealth	Jul 3, 2025	n/a	yes	SAN ANTONIO, TX	Current employment
V•••••• C•••••• M••••••••• I•••	Asset manager	Jun 9, 2025	Jul 16, 2025	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
V•••••• C•••••• M••••••••• I•••	W••• F•••••••• A•••••••	Jul 16, 2025	Jul 3, 2025	-13	Firm change	Other
A••••••••• L•••	V•••••• C•••••• M••••••••• I•••	Oct 27, 2023

Relationships

Registered with (4)

→ W••• F•••••••• A•••••••Registered adviserregistration: current employment
Jul 3, 2025 to presentfactForm ADV
→ V•••••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Jun 9, 2025 to Jul 16, 2025factForm ADV
→ A••••••••• L•••Registered adviserregistration: previous registration
Jul 19, 2019 to Oct 27, 2023factForm ADV
→ I••••••••• W••••• G••••

Dated events

Occurred
Jul 16, 2025
Advisor changed firm
T••••• J•••• C•• left V•••••• C•••••• M••••••••• I••• for W••• F•••••••• A••••••• (registered 2025-07-03)
Form ADVobserved 7 days ago
Occurred
Oct 27, 2023
Advisor changed firm
T••••• J•••• C•• left A••••••••• L••• for V•••••• C•••••• M••••••••• I••• (registered 2025-06-09)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ab5f5639-8daa-00a0-3717-c2920a83b262
First observed: Feb 20, 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.