DFX Intelligence
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Reading the graph
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Advisor at A•••••• R••••••• C••••••
DALLAS, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| A•••••• R••••••• C•••••• | Independent wealth | May 22, 2026 | n/a | yes | DALLAS, TX | Current employment |
| R••••• W• B•••• • C•• I••••••••• | Mixed wealth | Feb 27, 2015 | Jun 3, 2026 | no | FORT WORTH, TX|North Richland Hills, TX |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| R••••• W• B•••• • C•• I••••••••• | A•••••• R••••••• C•••••• | Jun 3, 2026 | May 22, 2026 | -12 | Firm change | RIA to RIA |
| U•• F•••••••• S••••••• I••• | R••••• W• B•••• • C•• I••••••••• | Mar 10, 2015 | Feb 27, 2015 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:8158:TX:2015-03-10 | Mar 10, 2015 | Feb 27, 2015 | FORT WORTH, TX | Firm change |
| U•• F•••••••• S••••••• I••• | Wirehouse | May 28, 2004 | Mar 10, 2015 | no | FT. WORTH, TX|FORT WORTH, TX | Previous registration |
| W•••• F•••• A••••••• | Wirehouse | Apr 12, 2001 | Jun 7, 2004 | no | FORT WORTH, TX | Previous registration |
| -11 |
| Firm change |
| Other |
| W•••• F•••• A••••••• | U•• F•••••••• S••••••• I••• | Jun 7, 2004 | May 28, 2004 | -10 | Firm change | Wirehouse to wirehouse |