DFX Intelligence

D•••• L••• Y• P•••• D•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

D•••• L••• Y• P•••• D•••

Advisor at B••••• W••••• G•••• A•••••••

TOMBALL, TX | COLONIA GRANADA, MEXICO CITY

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Search this name across graphsid dfx:ria:28703c15-410a-25db-d530-167f98d36e94

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 19, 2019 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: B••••• W••••• G•••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• W••••• G•••• A•••••••	Independent wealth	Jul 14, 2025	n/a	yes	TOMBALL, TX\|COLONIA GRANADA, MEXICO CITY	Current employment
F•••••• A•••• M••••••••• L••	Independent wealth	Jan 16, 2024	Jun 18, 2024	no	MEXICO CITY\|HOUSTON, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••• A•••• M••••••••• L••	B••••• W••••• G•••• A•••••••	Jun 18, 2024	Jul 14, 2025	391	Firm change	Other
B••••••• W••••• M••••••••• L••	F•••••• A•••• M••••••••• L••	Sep 30, 2019	Jan 16, 2024

Relationships

Registered with (3)

→ B••••• W••••• G•••• A•••••••Registered adviserregistration: current employment
Jul 14, 2025 to presentfactForm ADV
→ F•••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Jan 16, 2024 to Jun 18, 2024factForm ADV
→ B••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 19, 2019 to Sep 30, 2019factForm ADV

Dated events

Occurred
Jun 18, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:28703c15-410a-25db-d530-167f98d36e94
First observed: Mar 19, 2019
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.