DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

J•••• T• L•••••

Advisor at A••••••••• L•••

HOUSTON, TX

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Search this name across graphsid dfx:ria:c8b850ef-85b6-ee1b-d785-d9bf4fa786bf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 18, 2020 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: A••••••••• L•••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••••• L•••	Other adviser	Aug 19, 2021	n/a	yes	HOUSTON, TX	Current employment
R•••• • G•••••• W••••• M•••••••••	Independent wealth	Feb 18, 2020	Jul 22, 2021	no	THE WOODLANDS, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• • G•••••• W••••• M•••••••••	A••••••••• L•••	Jul 22, 2021	Aug 19, 2021	28	Firm change	Other

Relationships

Registered with (2)

→ A••••••••• L•••Registered adviserregistration: current employment
Aug 19, 2021 to presentfactForm ADV
→ R•••• • G•••••• W••••• M•••••••••Registered adviserregistration: previous registration
Feb 18, 2020 to Jul 22, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c8b850ef-85b6-ee1b-d785-d9bf4fa786bf
First observed: Feb 18, 2020
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.