DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

J•••• T•••••• R•••••

Advisor at C••••••••• P•••••• W••••• L••

SLIDELL, LA

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Search this name across graphsid dfx:ria:b1c4c1f0-4d6b-8c78-2d22-35a8bb0567e5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Oct 10, 2014 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: C••••••••• P•••••• W••••• L••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Oct 10, 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: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• P•••••• W••••• L••	Former SEC adviser	Aug 4, 2025	n/a	yes	SLIDELL, LA	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Dec 12, 2022	Aug 26, 2024	no	GRETNA, LA\|NEW ORLEANS, LA\|NEW ORLEANS, LA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	C••••••••• P•••••• W••••• L••	Aug 26, 2024	Aug 4, 2025	343	Firm change	Ibd to RIA
L•• F•••••••• L••	C••••• I••••••••• A••••••• L••	Dec 9, 2022	Dec 12, 2022

Relationships

Registered with (7)

→ C••••••••• P•••••• W••••• L••Registered adviserregistration: current employment
Aug 4, 2025 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Dec 12, 2022 to Aug 26, 2024factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Apr 4, 2022 to Dec 9, 2022factForm ADV
→ E•••••••• A•••••••• L••

Dated events

Occurred
Aug 26, 2024
Advisor changed firm
J•••• T•••••• R••••• left C••••• I••••••••• A••••••• L•• for C••••••••• P•••••• W••••• L•• (registered 2025-08-04)
Form ADVobserved 7 days ago
Occurred
Dec 9, 2022
Advisor changed firm
J•••• T•••••• R••••• left L•• F•••••••• L•• for C••••• I••••••••• A••••••• L•• (registered 2022-12-12)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b1c4c1f0-4d6b-8c78-2d22-35a8bb0567e5
First observed: Oct 10, 2014
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.