DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

J•••• M•••••• T•••••

Advisor at W•••••• J••••• C•••••• M••••••••• I•••

Hot Springs, AR | BRISTOL, CT

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Search this name across graphsid dfx:ria:e7b067b2-9b94-3c8a-b788-989d54b117c0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: May 14, 2012 to Sep 15, 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: W•••••• J••••• C•••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 28, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• J••••• C•••••• M••••••••• I•••	Independent wealth	Nov 5, 2025	n/a	yes	BRISTOL, CT\|Hot Springs, AR	Current employment
G•••••• A•• G•••••••• W••••• A••••••• L••	State registered	May 3, 2022	Oct 1, 2025	no	ROLAND, AR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••• A•• G•••••••• W••••• A••••••• L••	W•••••• J••••• C•••••• M••••••••• I•••	Oct 1, 2025	Nov 5, 2025	35	Firm change	Other
B••••••• R••••••••• I•••	G•••••• A•• G•••••••• W••••• A••••••• L••	Feb 22, 2022	May 3, 2022

Relationships

Registered with (5)

→ W•••••• J••••• C•••••• M••••••••• I•••Registered adviserregistration: current employment
Nov 5, 2025 to presentfactForm ADV
→ G•••••• A•• G•••••••• W••••• A••••••• L••Registered adviserregistration: previous registration
May 3, 2022 to Oct 1, 2025factForm ADV
→ B••••••• R••••••••• I•••Registered adviserregistration: previous registration
May 27, 2015 to Feb 22, 2022factForm ADV
→ S••••••••• W••••• M••••••••• L••

Dated events

Occurred
Oct 1, 2025
Advisor changed firm
J•••• M•••••• T••••• left G•••••• A•• G•••••••• W••••• A••••••• L•• for W•••••• J••••• C•••••• M••••••••• I••• (registered 2025-11-05)
Form ADVobserved 7 days ago
Occurred
Feb 22, 2022
Advisor changed firm
J•••• M•••••• T••••• left B••••••• R••••••••• I••• for G•••••• A•• G•••••••• W••••• A••••••• L•• (registered 2022-05-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e7b067b2-9b94-3c8a-b788-989d54b117c0
First observed: May 14, 2012
Last observed: Sep 15, 2026 7 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.