DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J••• W• L•••

W••••••• L••independent RIAFort Worth, Tx IA-onlyIAPD 4614490

Feed of 09/14/2026

Also filed as J•••Ey L•••

At current firm

0 y

since Sep 9, 2026

In the industry

23 y

since Jul 10, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Partnerreportedwpwealth.comfirm site, Sep 15, 2026
Partner or owner: “Partner”reportedwpwealth.comthe sentence on the bio page
Professional profile: wpwealth.com/meet-our-team/jack-lunareportedwpwealth.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/jack-luna-88ba616reportedwpwealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

W••••••• L•• independent RIA current
since Sep 9, 2026 · Fort Worth, Tx
O•••••• C•••••• A•••••••• L•• independent RIA
May 22, 2014 to Sep 10, 2026 · Coppell, Tx
O•••••• C•••••• A•••••••• L•• independent RIA
Jan 5, 2011 to Aug 19, 2013 · Coppell, Tx
W•• I••••••••• I••• unclassified
Oct 30, 2008 to Nov 18, 2008 · Plano, Tx
T•••• W••••• M••••••••• L•• unclassified
Apr 23, 2007 to Dec 31, 2009 · Plano, Tx
M••••• S•••••• D• I••• unclassified
Aug 13, 2004 to Mar 5, 2007 · Arlington, Tx
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jul 24, 2003 to Aug 18, 2004 · Irving, Tx

Moves

a registration end followed by a registration begin elsewhere

O•••••• C•••••• A•••••••• L•• to W••••••• L••
left Sep 10, 2026, registered Sep 9, 2026 (-1 days) · RIA to RIA · moved with a team
T•••• W••••• M••••••••• L•• to W•• I••••••••• I•••
left Dec 31, 2009, registered Oct 30, 2008 (-427 days) · Other
W•• I••••••••• I••• to O•••••• C•••••• A•••••••• L••
left Nov 18, 2008, registered Jan 5, 2011 (778 days) · Other
M••••• S•••••• D• I••• to T•••• W••••• M••••••••• L••
left Mar 5, 2007, registered Apr 23, 2007 (49 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S•••••• D• I•••
left Aug 18, 2004, registered Aug 13, 2004 (-5 days) · Other

Signals

J••• W• L••• left O•••••• C•••••• A•••••••• L•• for W••••••• L•• (registered 2026-09-09)
Sep 10, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address