DFX Intelligence

M•••••• L•••• R••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

M•••••• L•••• R••••••

Advisor at R•••••• A••••••• G••••• I••

New Braunfels, TX | NEW BRAUNFELS, TX

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Search this name across graphsid dfx:ria:19c0d81a-6130-b324-db8d-f5600cf2e9fa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 23, 2017 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: R•••••• A••••••• G••••• I••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• A••••••• G••••• I••	State registered	May 6, 2022	n/a	yes	New Braunfels, TX\|NEW BRAUNFELS, TX	Current employment
J• W• C••• A•••••••• I•••	Bd affiliated wealth	Aug 23, 2017	Dec 26, 2018	no	DALLAS, TX\|Largo, FL\|TAMPA, FL\|CLEARWATER, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J• W• C••• A•••••••• I•••	R•••••• A••••••• G••••• I••	Dec 26, 2018	May 6, 2022	1,227	Firm change after gap	RIA to state RIA

Relationships

Registered with (2)

→ R•••••• A••••••• G••••• I••Registered adviserregistration: current employment
May 6, 2022 to presentfactForm ADV
→ J• W• C••• A•••••••• I•••Registered adviserregistration: previous registration
Aug 23, 2017 to Dec 26, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:19c0d81a-6130-b324-db8d-f5600cf2e9fa
First observed: Aug 23, 2017
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.