DFX Intelligence

Data Factory

RIA / WealthAdvisor32 years in industry

JOHN ROBERT LOVETT

Advisor at TRINITY NECHES

Shepherd, TX | SUGAR LAND, 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 graphsid dfx:ria:bc04d6b4-d695-4aac-317b-e569a687a725

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 20, 2001 to Sep 15, 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: TRINITY NECHES
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: Feb 14, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Feb 14, 1994
First registration: Feb 20, 2001
Dual registered: no
Other names: JOHN ROBERT LOVETT|JOHN LOVETT
IAPD individual key: 2402319

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
TRINITY NECHES	Independent wealth	Aug 15, 2016	n/a	yes	Shepherd, TX\|SUGAR LAND, TX	Current employment
ASCENSION CAPITAL ADVISORS, INC.	Independent wealth	Sep 25, 2013	Jul 1, 2016	no	HOUSTON, TX	Previous registration
SAN JACINTO INVESTMENT MANAGEMENT & CONSULTING, LLC	Former SEC adviser	Nov 28, 2012	Dec 31, 2013	no	BELLAIRE, TX	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 2, 2009	Sep 4, 2012	no	HOUSTON, TX	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Feb 20, 2001	Jan 2, 2009	no	HOUSTON, TX\|HOUSTON, TX	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
ASCENSION CAPITAL ADVISORS, INC.	TRINITY NECHES	Jul 1, 2016	Aug 15, 2016	45	Firm change	Other
SAN JACINTO INVESTMENT MANAGEMENT & CONSULTING, LLC	ASCENSION CAPITAL ADVISORS, INC.	Dec 31, 2013	Sep 25, 2013	-97	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	SAN JACINTO INVESTMENT MANAGEMENT & CONSULTING, LLC	Sep 4, 2012	Nov 28, 2012	85	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 2, 2009	Jan 2, 2009	0	Bulk transfer	Other

Relationships

Registered with (5)

→ TRINITY NECHESRegistered adviserregistration: current employment
Aug 15, 2016 to presentfactForm ADV
→ ASCENSION CAPITAL ADVISORS, INC.Registered adviserregistration: previous registration
Sep 25, 2013 to Jul 1, 2016factForm ADV
→ SAN JACINTO INVESTMENT MANAGEMENT & CONSULTING, LLCRegistered adviserregistration: previous registration
Nov 28, 2012 to Dec 31, 2013factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 2, 2009 to Sep 4, 2012factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 20, 2001 to Jan 2, 2009factForm ADV

Dated events

No dated event names this entity yet.