DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

D••••• R••••• T•••••

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

TAMPA, FL

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Search this name across graphsid dfx:ria:faad204b-5e81-29d1-610e-3531898e1c6d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 24, 2004 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: Mar 22, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 14derivedfrom 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 19, 2012	n/a	yes	TAMPA, FL	Current employment
V•••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Dec 20, 2006	Aug 25, 2011	no	BOCA RATON, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•••• F•••••••• A•••••••• I•••	J•••• T•••••• I••••••••• P•••••••• L••	Aug 25, 2011	Jan 19, 2012	147	Firm change	Other
W•••• F•••• A•••••••	V•••• F•••••••• A•••••••• I•••	Dec 18, 2006	Dec 20, 2006

Relationships

Registered with (3)

→ J•••• T•••••• I••••••••• P•••••••• L••Registered adviserregistration: current employment
Jan 19, 2012 to presentfactForm ADV
→ V•••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Dec 20, 2006 to Aug 25, 2011factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jun 24, 2004 to Dec 18, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:faad204b-5e81-29d1-610e-3531898e1c6d
First observed: Jun 24, 2004
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.