DFX Intelligence

R••••• A••• E••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor37 years in industry

R••••• A••• E••••••

Advisor at P•••••• C•••••• A•••• M•••••••••

AUSTIN, TX

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Search this name across graphsid dfx:ria:1a52030a-3f86-8977-4c45-35f7c6983563

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Dec 6, 1988 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

R••••• A••• E••••••

Person · key crd individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: P•••••• C•••••• A•••• M•••••••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Dec 6, 1988earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• C•••••• A•••• M•••••••••	Other adviser	Sep 11, 2009	n/a	yes	AUSTIN, TX	Current employment

Relationships

Registered with (1)

→ P•••••• C•••••• A•••• M•••••••••Registered adviserregistration: current employment
Sep 11, 2009 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a52030a-3f86-8977-4c45-35f7c6983563
First observed: Dec 6, 1988
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.