DFX Intelligence

B•••••• C••••••••• W•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

B•••••• C••••••••• W•••••••

Advisor at L•• F•••••••• L••

FORT WORTH, TX

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Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 12:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 3, 2008 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Nov 17, 2020	n/a	yes	FORT WORTH, TX\|FORT WORTH, TX\|FORT WORTH, TX	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Jan 21, 2014	Oct 21, 2020	no	FORT WORTH, TX\|FORT WORTH, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	L•• F•••••••• L••	Oct 21, 2020	Nov 17, 2020	27	Firm change	Ibd to ibd
C••••• I••••••••• S••••••• L••	C••••• I••••••••• A••••••• L••	Jan 21, 2014	Jan 21, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
105644:6413:TX:2020-10-21	Oct 21, 2020	Nov 17, 2020	FORT WORTH, TX	Firm change

Relationships

Registered with (4)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Nov 17, 2020 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jan 21, 2014 to Oct 21, 2020factForm ADV
→ C••••• I••••••••• S••••••• L••Registered adviserregistration: previous registration
Sep 21, 2010 to Jan 21, 2014factForm ADV
→ C••• B•••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 3, 2008
Last observed: Sep 14, 2026 10 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.