DFX Intelligence

L••••• F•••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

L••••• F•••••

L••••• F••••• LLC, CRD 323319

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:3a5b6d69-29e8-87d4-3381-ac2071b0f140

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 30, 2026 to Apr 30, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $70.0M••• Locked
Discretionary RAUM: $70.0M
Private client RAUM: $70.0Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 3

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
G••• M••• B•••••••	n/a	MCKINNEY, TX	4	19	1	no
J••••• A•••••• N••••	n/a	MCKINNEY, TX	0	10

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	n/a	0	0	0	2	0

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
C••••• A••••••• G••••• L••	2	Feb 26, 2026	Mar 12, 2026	DALLAS, TX	Team lift out	RIA to state RIA	2.8%

Relationships

Registered with (3)

← J••••• A•••••• N••••Advisorregistration: current employment
Mar 12, 2026 to presentfactForm ADV
← B•••••• S••••••Advisorregistration: current employment
Mar 12, 2026 to presentfactForm ADV
← G••• M••• B•••••••Advisorregistration: current employment
Sep 21, 2022 to presentfactForm ADV

Moved with (1)

Dated events

Occurred
Feb 26, 2026
Team lift-out
••• Locked
Form ADVobserved 6 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3a5b6d69-29e8-87d4-3381-ac2071b0f140
First observed: Apr 30, 2026
Last observed: Apr 30, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds 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.