DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

T••••• R••••• J••••••

Advisor at I••••• P••••••••• W•••••• L••

••• Locked

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 3, 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: I••••• P••••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••• P••••••••• W•••••• L••	Independent wealth	Jul 30, 2021	n/a	yes	LANDOVER, MD\|MARIETTA, GA\|ATLANTA, GA\|WEST HOLLYWOOD, CA\|MIAMI, FL	Current employment
J•••••• W•••••	Former SEC adviser	Jul 21, 2021	Jul 27, 2021	no	Washington, DC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J•••••• W•••••	I••••• P••••••••• W•••••• L••	Jul 27, 2021	Jul 30, 2021	3	Firm change	RIA to new firm
S••••••••• W•••••	J•••••• W•••••	Mar 19, 2021	Jul 21, 2021

Relationships

Registered with (4)

→ I••••• P••••••••• W•••••• L••Registered adviserregistration: current employment
Jul 30, 2021 to presentfactForm ADV
→ J•••••• W•••••Registered adviserregistration: previous registration
Jul 21, 2021 to Jul 27, 2021factForm ADV
→ S••••••••• W•••••Registered adviserregistration: previous registration
Mar 8, 2021 to Mar 19, 2021factForm ADV
→ E••••• J••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 3, 2012
Last observed: Sep 15, 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.