DFX Intelligence

G••• C•••••• H••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor31 years in industry

G••• C•••••• H••••

Advisor at C•••••• F•••••••• M••••••••• L••

San Antonio, TX

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Search this name across graphsid dfx:ria:401f0153-12ec-0711-94aa-7268fedfd7d1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 0
Observed: Nov 17, 2003 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: C•••••• F•••••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 10

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• F•••••••• M••••••••• L••	Independent wealth	Feb 4, 2026	n/a	yes	San Antonio, TX	Current employment
C••••••••• W•••••• L••	Independent wealth	Nov 28, 2017	Feb 4, 2026	no	SAN ANTONIO, TX\|OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• W•••••• L••	C•••••• F•••••••• M••••••••• L••	Feb 4, 2026	Feb 4, 2026	0	Firm change	RIA to RIA
C•••••• A•••••••	C••••••••• W•••••• L••	Dec 11, 2017	Nov 28, 2017

Relationships

Registered with (11)

→ C•••••• F•••••••• M••••••••• L••Registered adviserregistration: current employment
Feb 4, 2026 to presentfactForm ADV
→ C••••••••• W•••••• L••Registered adviserregistration: previous registration
Nov 28, 2017 to Feb 4, 2026factForm ADV
→ C•••••• A•••••••Registered adviserregistration: previous registration
Jun 2, 2016 to Dec 11, 2017factForm ADV
→ F•• S••••••••• C•••••••••

Dated events

Occurred
Feb 4, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:401f0153-12ec-0711-94aa-7268fedfd7d1
First observed: Nov 17, 2003
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.