DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

T••••• W•••••• B••••

Advisor at W•••••• A•••••••• L••

AUSTIN, TX | BIRMINGHAM, AL

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Search this name across graphsid dfx:ria:2550ad64-3be9-dbbc-7e64-660591459136

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Jun 15, 2010 to Sep 14, 2026

Across DFX

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

Private Equityidentity

T••••• W•••••• B••••

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: W•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 3, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• A•••••••• L••	Independent wealth	Jul 14, 2023	n/a	yes	BIRMINGHAM, AL\|AUSTIN, TX	Current employment
S•••••• H•••• W••••• M•••••••••	Former SEC adviser	Jan 14, 2013	Aug 17, 2023	no	AUSTIN, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• H•••• W••••• M•••••••••	W•••••• A•••••••• L••	Aug 17, 2023	Jul 14, 2023	-34	Firm change after gap	RIA to RIA
F•• S••••••••• C•••••••••	S•••••• H•••• W••••• M•••••••••	Mar 25, 2013	Jan 14, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
166030:115332:TX:2023-08-17	Aug 17, 2023	Jul 14, 2023	AUSTIN, TX	Firm change after gap

Relationships

Registered with (3)

→ W•••••• A•••••••• L••Registered adviserregistration: current employment
Jul 14, 2023 to presentfactForm ADV
→ S•••••• H•••• W••••• M•••••••••Registered adviserregistration: previous registration
Jan 14, 2013 to Aug 17, 2023factForm ADV
→ F•• S••••••••• C•••••••••Registered adviserregistration: previous registration
Jun 15, 2010 to Mar 25, 2013factForm ADV

Dated events

Occurred
Aug 17, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2550ad64-3be9-dbbc-7e64-660591459136
First observed: Jun 15, 2010
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.