DFX Intelligence

C••• M•••••• T••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

C••• M•••••• T••••

Advisor at Y••• I•• L••

ST. GEORGE, UT | Floresville, TX

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Search this name across graphsid dfx:ria:0418f8f7-02bd-0c67-3716-fe23fbc08d25

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 2, 2008 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: Y••• I•• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 24, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
Y••• I•• L••	Independent wealth	Dec 11, 2025	n/a	yes	ST. GEORGE, UT\|Floresville, TX	Current employment
T••••••••• F•••••••• A•••••••• L••	Bd affiliated wealth	May 23, 2015	Jul 11, 2024	no	Centennial, CO\|PLANO, TX\|San Antonio, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• F•••••••• A•••••••• L••	Y••• I•• L••	Jul 11, 2024	Dec 11, 2025	518	Firm change after gap	Ibd to new firm
I••••••••• A••••••• I••••••••• I•••	T••••••••• F•••••••• A•••••••• L••	Dec 8, 2008	May 23, 2015

Relationships

Registered with (3)

→ Y••• I•• L••Registered adviserregistration: current employment
Dec 11, 2025 to presentfactForm ADV
→ T••••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
May 23, 2015 to Jul 11, 2024factForm ADV
→ I••••••••• A••••••• I••••••••• I•••Registered adviserregistration: previous registration
May 2, 2008 to Dec 8, 2008factForm ADV

Dated events

Occurred
Jul 11, 2024
Advisor changed firm
C••• M•••••• T•••• left T••••••••• F•••••••• A•••••••• L•• for Y••• I•• L•• (registered 2025-12-11)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0418f8f7-02bd-0c67-3716-fe23fbc08d25
First observed: May 2, 2008
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.