DFX Intelligence

T••• L•••• D••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

T••• L•••• D••••••

Advisor at C••••••• V••• F•••••••• L••

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:0f52b54d-bc44-378a-0864-776f9f99e273

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 21, 2011 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••••••• V••• F•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• V••• F•••••••• L••	State registered	Aug 26, 2019	n/a	yes	SAN ANTONIO, TX	Current employment
F•• F••••••••	Former SEC adviser	Nov 21, 2011	Oct 3, 2018	no	RESTON, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•• F••••••••	C••••••• V••• F•••••••• L••	Oct 3, 2018	Aug 26, 2019	327	Firm change	RIA to state RIA

Relationships

Registered with (2)

→ C••••••• V••• F•••••••• L••Registered adviserregistration: current employment
Aug 26, 2019 to presentfactForm ADV
→ F•• F••••••••Registered adviserregistration: previous registration
Nov 21, 2011 to Oct 3, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0f52b54d-bc44-378a-0864-776f9f99e273
First observed: Nov 21, 2011
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.