DFX Intelligence

C•••• A•••••• H••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

C•••• A•••••• H••••

Advisor at C•• W••••• M•••••••••

DALLAS, TX

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Search this name across graphsid dfx:ria:220fc410-8850-7f60-ac5f-9b6cc1af762a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 14, 2006 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: C•• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 13, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•• W••••• M•••••••••	State registered	Apr 26, 2023	n/a	yes	DALLAS, TX	Current employment
A••••••• A••••••• S•••••••• L••	Bd affiliated wealth	Nov 1, 2021	Jun 13, 2023	no	Dallas, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• A••••••• S•••••••• L••	C•• W••••• M•••••••••	Jun 13, 2023	Apr 26, 2023	-48	Firm change after gap	Ibd to state RIA
A••••••• A••••••• S•••••••	A••••••• A••••••• S•••••••• L••	Nov 1, 2021	Nov 1, 2021

Relationships

Registered with (6)

→ C•• W••••• M•••••••••Registered adviserregistration: current employment
Apr 26, 2023 to presentfactForm ADV
→ A••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Nov 1, 2021 to Jun 13, 2023factForm ADV
→ A••••••• A••••••• S•••••••Registered adviserregistration: previous registration
Apr 23, 2020 to Nov 1, 2021factForm ADV
→ X• W••••• M•••••••••

Dated events

Occurred
Jun 13, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:220fc410-8850-7f60-ac5f-9b6cc1af762a
First observed: Apr 14, 2006
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.