C•••• S•• F••••

Advisor at Q••••••• W••••• P•••••••• L••

HOUSTON, TX | DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:27df16b2-3491-be17-0f12-c0080645dc97

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 5, 2020 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: Q••••••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
Q••••••• W••••• P•••••••• L••	Independent wealth	May 22, 2024	n/a	yes	DALLAS, TX\|HOUSTON, TX	Current employment
U••••• C•••••• F•••••••• A•••••••	Independent wealth	Jun 13, 2022	Oct 13, 2023	no	Houston, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U••••• C•••••• F•••••••• A•••••••	Q••••••• W••••• P•••••••• L••	Oct 13, 2023	May 22, 2024	222	Firm change	Ibd to RIA
E•••••••• A•••••••• L••	U••••• C•••••• F•••••••• A•••••••	Nov 9, 2021	Jun 13, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
134600:326819:TX:2023-10-13	Oct 13, 2023	May 22, 2024	HOUSTON, TX	Firm change

Relationships

Registered with (3)

→ Q••••••• W••••• P•••••••• L••Registered adviserregistration: current employment
May 22, 2024 to presentfactForm ADV
→ U••••• C•••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Jun 13, 2022 to Oct 13, 2023factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 5, 2020 to Nov 9, 2021factForm ADV

Dated events

Occurred
Oct 13, 2023
Advisor changed firm
C•••• S•• F•••• left U••••• C•••••• F•••••••• A••••••• for Q••••••• W••••• P•••••••• L•• (registered 2024-05-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27df16b2-3491-be17-0f12-c0080645dc97
First observed: Oct 5, 2020
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.