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R••••• W•••• H••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

R••••• W•••• H••••••••

Advisor at F••••• I•••••••••

PLANO, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 21, 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: F••••• I•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 8, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• I•••••••••	Independent wealth	Jul 16, 2019	n/a	yes	PLANO, TX\|PLANO, TX	Current employment
W•••• F•••• A•••••••	Wirehouse	Mar 31, 2017	Jul 8, 2019	no	FORT WORTH, TX\|GARLAND, TX\|DALLAS, TX\|GARLAND, TX\|RICHARDSON, TX\|ROWLETT, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	F••••• I•••••••••	Jul 8, 2019	Jul 16, 2019	8	Firm change	Wirehouse to RIA
J••• M••••• S••••••••• L••	W•••• F•••• A•••••••	Apr 12, 2017	Mar 31, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
79:19616:TX:2017-04-12	Apr 12, 2017	Mar 31, 2017	ROWLETT, TX	Firm change

Relationships

Registered with (5)

→ F••••• I•••••••••Registered adviserregistration: current employment
Jul 16, 2019 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Mar 31, 2017 to Jul 8, 2019factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 1, 2012 to Apr 12, 2017factForm ADV
→ C•••• I••••••••• S••••••• C••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 21, 2008
Last observed: Sep 14, 2026 10 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.