DFX Intelligence

L••• B••• G•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

L••• B••• G•••••

Advisor at A•••• F•••••••• A•••••••• L••

MCKINNEY, TX

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Search this name across graphsid dfx:ria:13796526-5790-5b01-7848-f3e3422daef4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 13, 2013 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: A•••• F•••••••• A•••••••• L••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Feb 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• F•••••••• A•••••••• L••	Former SEC adviser	Sep 22, 2025	n/a	yes	MCKINNEY, TX	Current employment
W•••• G••••• F••••••••• L••	Former SEC adviser	Feb 10, 2021	Oct 29, 2024	no	MCKINNEY, TX\|McKinney, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• G••••• F••••••••• L••	A•••• F•••••••• A•••••••• L••	Oct 29, 2024	Sep 22, 2025	328	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
114258:333905:TX:2024-10-21	Oct 29, 2024	Sep 22, 2025	MCKINNEY, TX	Firm change

Relationships

Registered with (2)

→ A•••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Sep 22, 2025 to presentfactForm ADV
→ W•••• G••••• F••••••••• L••Registered adviserregistration: previous registration
Feb 10, 2021 to Oct 29, 2024factForm ADV

Dated events

Occurred
Oct 29, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:13796526-5790-5b01-7848-f3e3422daef4
First observed: Jul 13, 2013
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.