DFX Intelligence

M•••••• L••••• S••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor22 years in industry

M•••••• L••••• S••••••

Advisor at G••••••••• P•••••••

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:00f1ba2d-5c66-eb5f-8efc-3212ee5948b3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 4, 2005 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: G••••••••• P•••••••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Oct 7, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••••••• P•••••••	Asset manager	May 22, 2025	n/a	yes	SAN ANTONIO, TX	Current employment
F•••• I••••••••• S•••••••	Bd affiliated wealth	Jan 28, 2022	Jan 2, 2024	no	San Antonio, TX\|SAN ANTONIO, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• I••••••••• S•••••••	G••••••••• P•••••••	Jan 2, 2024	May 22, 2025	506	Firm change after gap	Other
E•••• S••••••••• L••	F•••• I••••••••• S•••••••	Sep 17, 2018	Feb 18, 2020

Relationships

Registered with (5)

→ G••••••••• P•••••••Registered adviserregistration: current employment
May 22, 2025 to presentfactForm ADV
→ F•••• I••••••••• S•••••••Registered adviserregistration: previous registration
Jan 28, 2022 to Jan 2, 2024factForm ADV
→ E•••• S••••••••• L••Registered adviserregistration: previous registration
Apr 10, 2006 to Sep 17, 2018factForm ADV
→ F•••• C•••••• F•••••••• P•••••••• I•••

Dated events

Occurred
Jan 2, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:00f1ba2d-5c66-eb5f-8efc-3212ee5948b3
First observed: Jan 4, 2005
Last observed: Sep 14, 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.