DFX Intelligence

W•••••• N••• G••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner37 years in industry

W•••••• N••• G••••••

Advisor at V•••••• F••••••••

AUSTIN, TX | Dallas, TX

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Search this name across graphsid dfx:ria:2e7240fa-75bc-ba58-a41f-c897a661696a

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 16, 1989 to Sep 16, 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: V•••••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 13, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• F••••••••	Independent wealth	Sep 9, 2026	n/a	yes	AUSTIN, TX\|Dallas, TX	Current employment
V•••••• F••••••••	Independent wealth	Sep 9, 2026	n/a	yes	AUSTIN, TX\|Dallas, TX	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• A•••••••• L••	V•••••• F••••••••	Sep 15, 2026	Sep 9, 2026	-6	Firm change	Ibd to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
6627:324943:TX:2026-09-10	Sep 15, 2026	Sep 9, 2026	DALLAS, TX	Firm change

Relationships

Registered with (2)

→ V•••••• F••••••••Registered adviserregistration: current employment
Sep 9, 2026 to presentfactForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 16, 1989 to Sep 15, 2026factForm ADV

Dated events

Occurred
Sep 15, 2026
Advisor changed firm
••• Locked
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2e7240fa-75bc-ba58-a41f-c897a661696a
First observed: Mar 16, 1989
Last observed: Sep 16, 2026 7 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.