DFX Intelligence

R••••• D•••• B•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Consultant40 years in industry

R••••• D•••• B•••

Advisor at J•••• T•••••• I••••••••• P•••••••• L••

TAMPA, FL

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Search this name across graphsid dfx:ria:ccdcccf6-2bc8-c3b9-478f-52651b8c1973

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 21, 1986 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: J•••• T•••••• I••••••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 21, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•••• T•••••• I••••••••• P•••••••• L••	Independent wealth	Jan 3, 2008	n/a	yes	TAMPA, FL	Current employment
J• W• C••• A•••••••• I•••	Bd affiliated wealth	Apr 1, 2005	Dec 31, 2008	no	TAMPA, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J• W• C••• A•••••••• I•••	J•••• T•••••• I••••••••• P•••••••• L••	Dec 31, 2008	Jan 3, 2008	-363	Firm change after gap	Other
P•••• S••••••••• L••	J• W• C••• A•••••••• I•••	Feb 15, 2005	Apr 1, 2005

Relationships

Registered with (3)

→ J•••• T•••••• I••••••••• P•••••••• L••Registered adviserregistration: current employment
Jan 3, 2008 to presentfactForm ADV
→ J• W• C••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 1, 2005 to Dec 31, 2008factForm ADV
→ P•••• S••••••••• L••Registered adviserregistration: previous registration
Jul 21, 1986 to Feb 15, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ccdcccf6-2bc8-c3b9-478f-52651b8c1973
First observed: Jul 21, 1986
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.