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RIA / WealthAdvisor27 years in industry

JANEL DURFEE

Advisor at WEALTH RESOURCE INVESTMENT ADVISORS LLC

Mesa, AZ

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Search this name across graphsid dfx:ria:b47b948c-aca7-dc8a-5ff4-21fe55f5ae2b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 10, 2002 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: WEALTH RESOURCE INVESTMENT ADVISORS LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: May 31, 2000
First registration: Sep 10, 2002
Dual registered: no
Other names: JANEL WADE
IAPD individual key: 4147196

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
WEALTH RESOURCE INVESTMENT ADVISORS LLC	State registered	Mar 11, 2019	n/a	yes	Mesa, AZ	Current employment
LEGACY WEALTH MANAGEMENT, LLC	Independent wealth	Sep 19, 2022	May 1, 2024	no	Mesa, AZ	Previous registration
TRIBECA FINANCIAL, LLC	Independent wealth	Jan 25, 2012	Nov 20, 2019	no	MESA, AZ	Previous registration
TRIBECA ADVISORS, LLC	n/a	May 11, 2010	Dec 31, 2011	no	MESA, AZ	Previous registration
TRIBECA FINANCIAL, LLC	Independent wealth	Sep 10, 2007	May 17, 2010	no	MESA, AZ	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	Sep 10, 2002	Jun 2, 2004	no	SALT LAKE CITY , UT	Previous registration

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
LEGACY WEALTH MANAGEMENT, LLC	n/a	May 1, 2024	n/a	n/a	Departure no registered destination	Departure
TRIBECA FINANCIAL, LLC	WEALTH RESOURCE INVESTMENT ADVISORS LLC	Nov 20, 2019	Mar 11, 2019	-254	Firm change after gap	RIA to state RIA
TRIBECA ADVISORS, LLC	TRIBECA FINANCIAL, LLC	Dec 31, 2011	Jan 25, 2012	25	Firm change	Other
TRIBECA FINANCIAL, LLC	TRIBECA ADVISORS, LLC	May 17, 2010	May 11, 2010	-6	Firm change	Other
HORNOR, TOWNSEND & KENT, LLC	TRIBECA FINANCIAL, LLC	Jun 2, 2004	Sep 10, 2007	1,195	Firm change after gap	Other

Relationships

Registered with (5)

→ WEALTH RESOURCE INVESTMENT ADVISORS LLCRegistered adviserregistration: current employment
Mar 11, 2019 to presentfactForm ADV
→ LEGACY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 19, 2022 to May 1, 2024factForm ADV
→ TRIBECA FINANCIAL, LLCRegistered adviserregistration: previous registration
Jan 25, 2012 to Nov 20, 2019factForm ADV
→ TRIBECA ADVISORS, LLCRegistered adviserregistration: previous registration
May 11, 2010 to Dec 31, 2011factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
Sep 10, 2002 to Jun 2, 2004factForm ADV

Dated events

Occurred
May 1, 2024
Advisor departed, no destination yet
Janel Durfee no longer registered at Legacy Wealth Management, Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago