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D•••••• W•••• H••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

D•••••• W•••• H••••••

Advisor at P•••••• W••••• M••••••••• L••

DALLAS, TX

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Search this name across graphsid dfx:ria:1ebaccb1-449a-90e6-a49d-4493fb352396

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 29, 2016 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: P•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• W••••• M••••••••• L••	Independent wealth	Jul 11, 2016	n/a	yes	DALLAS, TX	Current employment
H••••••••• L••	n/a	Jun 29, 2016	Jun 30, 2016	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••••• L••	P•••••• W••••• M••••••••• L••	Jun 30, 2016	Jul 11, 2016	11	Firm change	Other

Relationships

Registered with (2)

→ P•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jul 11, 2016 to presentfactForm ADV
→ H••••••••• L••Registered adviserregistration: previous registration
Jun 29, 2016 to Jun 30, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1ebaccb1-449a-90e6-a49d-4493fb352396
First observed: Jun 29, 2016
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.