DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)25 years in industry

T••• J•••• P•••

Advisor at J• W• C••• A•••••••• I•••

TAMPA, FL

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Search this name across graphsid dfx:ria:e7b4e2a4-8afb-7a63-032f-c97d9082ef39

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 17, 2006 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• W• C••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 26, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J• W• C••• A•••••••• I•••	Bd affiliated wealth	Jan 3, 2014	n/a	yes	TAMPA, FL	Current employment
F•••••••• A••••••• O• A••••••• L••	Former SEC adviser	Nov 3, 2009	May 10, 2013	no	CARLSBAD, CA\|CARLSBAD, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• A••••••• O• A••••••• L••	J• W• C••• A•••••••• I•••	May 10, 2013	Jan 3, 2014	238	Bulk transfer	Other
U••••• C•••••• F•••••••• A•••••••	F•••••••• A••••••• O• A••••••• L••	Nov 6, 2009	Nov 3, 2009

Relationships

Registered with (5)

→ J• W• C••• A•••••••• I•••Registered adviserregistration: current employment
Jan 3, 2014 to presentfactForm ADV
→ F•••••••• A••••••• O• A••••••• L••Registered adviserregistration: previous registration
Nov 3, 2009 to May 10, 2013factForm ADV
→ U••••• C•••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Jan 20, 2006 to Nov 6, 2009factForm ADV
→ G••••• S••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e7b4e2a4-8afb-7a63-032f-c97d9082ef39
First observed: Jan 17, 2006
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.