DFX Intelligence

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

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RIA / WealthAdvisor17 years in industry

J••••••• L•••• A•••••

Advisor at A••••• H••••• W••••• M•••••••••

DALLAS, TX

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Search this name across graphsid dfx:ria:d7c9ac5c-b238-2a5b-49ad-036ba1bd2e89

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 19, 2010 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••••• H••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 9, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• H••••• W••••• M•••••••••	Independent wealth	Oct 2, 2018	n/a	yes	DALLAS, TX	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Mar 19, 2010	Oct 2, 2018	no	Dallas, TX\|DALLAS, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	A••••• H••••• W••••• M•••••••••	Oct 2, 2018	Oct 2, 2018	0	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
705:297533:TX:2018-10-02	Oct 2, 2018	Oct 2, 2018	DALLAS, TX	Firm change

Relationships

Registered with (2)

→ A••••• H••••• W••••• M•••••••••Registered adviserregistration: current employment
Oct 2, 2018 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Mar 19, 2010 to Oct 2, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d7c9ac5c-b238-2a5b-49ad-036ba1bd2e89
First observed: Mar 19, 2010
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.