DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

T••••• A• C•••••••

Advisor at W••• F•••••••• A•••••••

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:089e2a40-84b9-d1d8-b775-1c07ae449ea5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 22, 2018 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: W••• F•••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••• F•••••••• A•••••••	Independent wealth	Mar 24, 2022	n/a	yes	SAN ANTONIO, TX	Current employment
F•••• I••••••••• S•••••••	Bd affiliated wealth	Jan 28, 2022	Apr 13, 2022	no	San Antonio, TX\|SAN ANTONIO, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• I••••••••• S•••••••	W••• F•••••••• A•••••••	Apr 13, 2022	Mar 24, 2022	-20	Firm change	Ibd to RIA
E•••••••• A•••••••• L••	F•••• I••••••••• S•••••••	Jul 12, 2019	Jul 16, 2019

Relationships

Registered with (3)

→ W••• F•••••••• A•••••••Registered adviserregistration: current employment
Mar 24, 2022 to presentfactForm ADV
→ F•••• I••••••••• S•••••••Registered adviserregistration: previous registration
Jan 28, 2022 to Apr 13, 2022factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 22, 2018 to Jul 12, 2019factForm ADV

Dated events

Occurred
Apr 13, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:089e2a40-84b9-d1d8-b775-1c07ae449ea5
First observed: Jun 22, 2018
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.