G••• C••• R•••

Advisor at R••• W••••• G••••• L••

ARLINGTON, 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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 14, 2020 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: R••• W••••• G••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••• W••••• G••••• L••	State registered	Aug 3, 2025	n/a	yes	ARLINGTON, TX	Current employment
C•••••• A••••••• S•••••••• L••	Independent wealth	Jul 25, 2025	Dec 22, 2025	no	DALLAS, TX\|Arlington, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• A••••••• S•••••••• L••	R••• W••••• G••••• L••	Dec 22, 2025	Aug 3, 2025	-141	Firm change after gap	RIA to state RIA
A• W••••• M••••••••• L••	C•••••• A••••••• S•••••••• L••	Jan 8, 2024	Jul 25, 2025

Relationships

Registered with (4)

→ R••• W••••• G••••• L••Registered adviserregistration: current employment
Aug 3, 2025 to presentfactForm ADV
→ C•••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Jul 25, 2025 to Dec 22, 2025factForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 9, 2021 to Jan 8, 2024factForm ADV
→ C••••••••• W•••••• L••

Dated events

Order

Occurred
22 Dec 2025
Advisor changed firm
••• Locked
Form ADV
Occurred
8 Jan 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 14, 2020
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.