DFX Intelligence

P••••• J••••• F••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

P••••• J••••• F••••

Advisor at W•••• A•••• M•••••••••

DALLAS, TX

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Search this name across graphsid dfx:ria:08a27444-256c-c1e6-54a7-1e64b4c39eb9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 16, 2004 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•••• A•••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 4, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• A•••• M•••••••••	Independent wealth	Feb 5, 2021	n/a	yes	DALLAS, TX	Current employment
R••••••••• P••••••• O• A••••••	Independent wealth	Jan 7, 2016	Feb 18, 2021	no	Coppell, TX\|PLANO, TX\|Coppell, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••••••• P••••••• O• A••••••	W•••• A•••• M•••••••••	Feb 18, 2021	Feb 5, 2021	-13	Firm change	RIA to RIA
F••••• M••••• W••••• A•••••••• L••	R••••••••• P••••••• O• A••••••	Dec 18, 2015	Jan 7, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
157222:166970:TX:2021-02-18	Feb 18, 2021	Feb 5, 2021	COPPELL, TX	Firm change

Relationships

Registered with (5)

→ W•••• A•••• M•••••••••Registered adviserregistration: current employment
Feb 5, 2021 to presentfactForm ADV
→ R••••••••• P••••••• O• A••••••Registered adviserregistration: previous registration
Jan 7, 2016 to Feb 18, 2021factForm ADV
→ F••••• M••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 17, 2014 to Dec 18, 2015factForm ADV
→ S•••• A••••• F••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:08a27444-256c-c1e6-54a7-1e64b4c39eb9
First observed: Jul 16, 2004
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.