C•••• W•

Advisor at C•••• W• I••••••••• G••••• L••

SUGAR LAND, TX

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Search this name across graphsid dfx:ria:1f8c57bc-f213-0ee5-cfe2-3b0b9c8d46f3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Jul 19, 2002 to Sep 14, 2026

Across DFX

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

Private Equityidentity

C•••• W•

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: C•••• W• I••••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 13, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• W• I••••••••• G••••• L••	Independent wealth	Apr 16, 2014	n/a	yes	SUGAR LAND, TX	Current employment
W•••• F•••• A•••••••	Wirehouse	May 21, 2010	Apr 7, 2014	no	SUGAR LAND, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	C•••• W• I••••••••• G••••• L••	Apr 7, 2014	Apr 16, 2014	9	Firm change	Wirehouse to new firm
W•••• F•••• A•••••••	W•••• F•••• A•••••••	May 21, 2010	May 21, 2010

Relationships

Registered with (4)

→ C•••• W• I••••••••• G••••• L••Registered adviserregistration: current employment
Apr 16, 2014 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
May 21, 2010 to Apr 7, 2014factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 1, 2008 to May 21, 2010factForm ADV
→ A• G• E•••••• • S•••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1f8c57bc-f213-0ee5-cfe2-3b0b9c8d46f3
First observed: Jul 19, 2002
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.