DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

M•••••• J•• A••••

Advisor at C•••••• C•••• P•••••••

AUSTIN, TX

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Search this name across graphsid dfx:ria:0e8ccac8-b216-dc67-4de3-5807a5dfd861

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 6, 2021 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: C•••••• C•••• P•••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• C•••• P•••••••	Mixed wealth	Jun 3, 2026	n/a	yes	AUSTIN, TX	Current employment
C•• I••••••••• L•••	Asset manager	Sep 6, 2021	Nov 18, 2024	no	HOUSTON, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•• I••••••••• L•••	C•••••• C•••• P•••••••	Nov 18, 2024	Jun 3, 2026	562	Firm change after gap	Other

Relationships

Registered with (2)

→ C•••••• C•••• P•••••••Registered adviserregistration: current employment
Jun 3, 2026 to presentfactForm ADV
→ C•• I••••••••• L•••Registered adviserregistration: previous registration
Sep 6, 2021 to Nov 18, 2024factForm ADV

Dated events

Occurred
Nov 18, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e8ccac8-b216-dc67-4de3-5807a5dfd861
First observed: Sep 6, 2021
Last observed: Sep 14, 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.