DFX Intelligence

J•••• B••••• W••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

J•••• B••••• W••••

Advisor at T••••• W••••• P•••••••• L••

IRVINE, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 2, 2003 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: T••••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 19, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••• W••••• P•••••••• L••	Independent wealth	Nov 7, 2016	n/a	yes	IRVINE, CA	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Jul 2, 2003	Nov 9, 2016	no	Los Angeles, CA\|IRVINE, CA\|GLENDALE, CA\|Newport Beach, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	T••••• W••••• P•••••••• L••	Nov 9, 2016	Nov 7, 2016	-2	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:285349:CA:2016-11-08	Nov 9, 2016	Nov 7, 2016	NEWPORT BEACH, CA	Firm change

Relationships

Registered with (2)

→ T••••• W••••• P•••••••• L••Registered adviserregistration: current employment
Nov 7, 2016 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jul 2, 2003 to Nov 9, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 2, 2003
Last observed: Sep 14, 2026 10 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.