DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst18 years in industry

T••••• R••• H•••••

Advisor at V•••••• W••••• M•••••••••

PLANO, TX

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Search this name across graphsid dfx:ria:0dd55e85-7c99-86c3-c7c4-9cd09534c1b9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 28, 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: V•••••• W••••• M•••••••••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Aug 28, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• W••••• M•••••••••	Asset manager	Oct 11, 2016	n/a	yes	PLANO, TX	Current employment
L••• P•••• W••••• M••••••••• L••	Former SEC adviser	May 18, 2018	Feb 27, 2020	no	HEATH, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••• P•••• W••••• M••••••••• L••	n/a	Feb 27, 2020	n/a	n/a	Departure no registered destination	Departure
T••• N•••• A•••••••• L••	V•••••• W••••• M•••••••••	Oct 20, 2009	Oct 11, 2016	2,548

Relationships

Registered with (3)

→ V•••••• W••••• M•••••••••Registered adviserregistration: current employment
Oct 11, 2016 to presentfactForm ADV
→ L••• P•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
May 18, 2018 to Feb 27, 2020factForm ADV
→ T••• N•••• A•••••••• L••Registered adviserregistration: previous registration
Aug 28, 2008 to Oct 20, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0dd55e85-7c99-86c3-c7c4-9cd09534c1b9
First observed: Aug 28, 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.