DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

C•••••• B••• M••••

Advisor at P••• • A••

BUENA VISTA, CO | San Antonio, TX

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Search this name across graphsid dfx:ria:0b6eed30-4135-5b8b-799a-c0d3b05cbd21

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 1, 2014 to Sep 15, 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: P••• • A••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Feb 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••••••••	State registered	Feb 16, 2025	n/a	yes	San Antonio, TX\|BUENA VISTA, CO	Current employment
P••• • A••	Former SEC adviser	Feb 16, 2025	n/a	yes	BUENA VISTA, CO\|San Antonio, TX	Current employment

Relationships

Registered with (2)

→ P••• • A••Registered adviserregistration: current employment
Feb 16, 2025 to presentfactForm ADV
→ T•••••••••Registered adviserregistration: current employment
Feb 16, 2025 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0b6eed30-4135-5b8b-799a-c0d3b05cbd21
First observed: Feb 1, 2014
Last observed: Sep 15, 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.