J•• M• W•••••

Advisor at S••••• S••••••••• I•••

DALLAS, TX

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Search this name across graphsid dfx:ria:c3131958-6b65-dcfc-30a3-4daef82db59b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 20, 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: S••••• S••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 14, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• S••••••••• I•••	Independent wealth	Mar 21, 2013	n/a	yes	DALLAS, TX	Current employment
F•••• F•••••••• E••••• C•••••••••	Former SEC adviser	Nov 3, 2006	Mar 19, 2013	no	ADDISON, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• F•••••••• E••••• C•••••••••	S••••• S••••••••• I•••	Mar 19, 2013	Mar 21, 2013	2	Firm change	Other
M••••• S•••••• D• I•••	F•••• F•••••••• E••••• C•••••••••	Nov 8, 2006	Nov 3, 2006

Relationships

Registered with (4)

→ S••••• S••••••••• I•••Registered adviserregistration: current employment
Mar 21, 2013 to presentfactForm ADV
→ F•••• F•••••••• E••••• C•••••••••Registered adviserregistration: previous registration
Nov 3, 2006 to Mar 19, 2013factForm ADV
→ M••••• S•••••• D• I•••Registered adviserregistration: previous registration
Apr 12, 2004 to Nov 8, 2006factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c3131958-6b65-dcfc-30a3-4daef82db59b
First observed: Feb 20, 2003
Last observed: Sep 14, 2026 9 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.