DFX Intelligence

M••• A•••• H••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

M••• A•••• H••••••••

Advisor at P•••••••• W••••• A•••••••• L••

DALLAS, TX | Fort Worth, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0bd56933-9700-7660-c9bf-e9d79147e184

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: May 27, 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: P•••••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 19, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••••• W••••• A•••••••• L••	Independent wealth	Feb 9, 2024	n/a	yes	DALLAS, TX\|Fort Worth, TX	Current employment
S••••• W••••• A•••••••• I•••	No RAUM reported	Sep 25, 2023	Dec 19, 2023	no	Westlake, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• S••••• • C••• I•••	S••••• W••••• A•••••••• I•••	Jan 10, 2024	Sep 25, 2023	-107	Channel change	Other
S••••• W••••• A•••••••• I•••	P•••••••• W••••• A•••••••• L••	Dec 19, 2023	Feb 9, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
5393:159035:TX:2024-01-09	Jan 10, 2024	Sep 25, 2023	WESTLAKE, TX	Firm change after gap
111514:7870:TX:2023-09-07	Sep 7, 2023	Jan 22, 2022	WESTLAKE, TX	Firm change after gap
7870:111514:TX:2017-12-20	Dec 31, 2017	Nov 9, 2017	WESTLAKE, TX	Firm change after gap
104555:7870:TX:2017-10-04	Oct 4, 2017	Nov 9, 2017

Relationships

Registered with (7)

→ P•••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Feb 9, 2024 to presentfactForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Aug 18, 2023 to Jan 10, 2024factForm ADV
→ S••••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 25, 2023 to Dec 19, 2023factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••

Dated events

Occurred
Dec 19, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0bd56933-9700-7660-c9bf-e9d79147e184
First observed: May 27, 2008
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.