DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner17 years in industry

M•••••• L•••• G•••••

Advisor at E••••••• W•••••• L••

BRYAN, TX

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Search this name across graphsid dfx:ria:088e42ad-8ec5-858a-9cbb-32077316aef8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 11, 2011 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: E••••••• W•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 23, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••••• W•••••• L••	State registered	Aug 24, 2021	n/a	yes	BRYAN, TX	Current employment
B•••••••• L••	Independent wealth	Aug 27, 2015	Aug 26, 2021	no	BRYAN, TX\|DALLAS, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••• L••	E••••••• W•••••• L••	Aug 26, 2021	Aug 24, 2021	-2	Firm change	Other
S••••••••• A•••••• A•••••••• I•••	B•••••••• L••	Aug 28, 2015	Aug 27, 2015

Relationships

Registered with (3)

→ E••••••• W•••••• L••Registered adviserregistration: current employment
Aug 24, 2021 to presentfactForm ADV
→ B•••••••• L••Registered adviserregistration: previous registration
Aug 27, 2015 to Aug 26, 2021factForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 11, 2011 to Aug 28, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:088e42ad-8ec5-858a-9cbb-32077316aef8
First observed: Mar 11, 2011
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.