DFX Intelligence

M••• E•••• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)22 years in industry

M••• E•••• S•••••

Advisor at W•••••• W••••• M••••••••• L••

Fort Worth, TX

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Search this name across graphsid dfx:ria:4546b710-0aa7-09d0-6124-64b9ee47b459

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 1, 2004 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: W•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 31, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• W••••• M••••••••• L••	Independent wealth	Jan 29, 2019	n/a	yes	Fort Worth, TX	Current employment
W•• W••••• A•••••••	Former SEC adviser	Apr 25, 2011	Mar 21, 2019	no	FORT WORTH, TX\|Fort Worth, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•• W••••• A•••••••	W•••••• W••••• M••••••••• L••	Mar 21, 2019	Jan 29, 2019	-51	Firm change after gap	RIA to RIA
L•• F•••••••• L••	W•• W••••• A•••••••	Mar 24, 2011	Apr 25, 2011

Team moves

••• Locked

Team	Left	Joined	From	Kind
146832:283545:TX:2019-03-21	Mar 21, 2019	Jan 29, 2019	FORT WORTH, TX	Firm change after gap

Relationships

Registered with (6)

→ W•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 29, 2019 to presentfactForm ADV
→ W•• W••••• A•••••••Registered adviserregistration: previous registration
Apr 25, 2011 to Mar 21, 2019factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
May 21, 2009 to Mar 24, 2011factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4546b710-0aa7-09d0-6124-64b9ee47b459
First observed: Apr 1, 2004
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.