DFX Intelligence

T••••••• T••••••••• A•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserIndependent wealth managerSEC registeredRAUM 100m 1b

T••••••• T••••••••• A•••••••

T••••••• T••••••••• A•••••••, LLC, CRD 339326

FORT WORTH, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphs

Data as of Sep 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Dec 3, 2025 to Sep 2, 2026
5 observations

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

Firm class: independent wealth managerderivedprivate_client_share=0.87 fund_share=0.0 institutional_share=0.13 related_bd=false related_bank=false bd_reps=6.0
Regulatory AUM: $163M••• Locked
Discretionary RAUM: $163M
Private client RAUM: $142Mderived••• Locked
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $23.4Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J••••••• C•••••••• B••••••	Certified Financial Planner	FT. WORTH, TX \| BENBROOK, TX \| FORT WORTH, TX \| TYLER, TX	14	20	1	yes
K•••• L• F••••••	Chartered Financial Consultant	Ennis, TX \| ENNIS, TX \| FORT WORTH, TX	11	20

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• J•••••••• C••••••••	MANAGING PARTNER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER	E	yes	06/2012	Sep 2, 2026	Sep 2, 2026
B••••••••• J•••••• A••••	PARTNER, VICE PRESIDENT, OPERATIONS & FINANCIAL PLANNING	C	yes	06/2026	Sep 2, 2026	Sep 2, 2026

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	1	3	14.3%	1	1	0	4	1

Relationships

Controls (2)

← B••••••••• J•••••• A••••OwnerPARTNER, VICE PRESIDENT, OPERATIONS & FINANCIAL PLANNING, ownership code C, individual
Sep 2, 2026 to presentfactForm ADV
← B••••••• J•••••••• C••••••••OwnerMANAGING PARTNER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Sep 2, 2026 to presentfactForm ADV

Registered with (8)

← L••••• G• F••••••Advisorregistration: current employment
Aug 4, 2026 to presentfactForm ADV
← J••••••• C•••••••• B••••••

Dated events

Order

Occurred
2 Sep 2026
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 3, 2025
Last observed: Sep 2, 2026 21 days ago
Source families: Federal regulator filings
3 registered feeds 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.