DFX Intelligence

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

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RIA / WealthAdvisor20 years in industry

G•••••• M•• S••••••

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

THE COLONY, TX

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Search this name across graphsid dfx:ria:46bbcbf5-7bc4-9307-5054-f6fc40eea448

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 24, 2006 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••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 21, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• W••••• M••••••••• L••	State registered	Dec 5, 2014	n/a	yes	THE COLONY, TX	Current employment
G••••••••• W••••• A•••••••	Independent wealth	Apr 24, 2006	Oct 1, 2014	no	PLANO, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••••••• W••••• A•••••••	C••••• W••••• M••••••••• L••	Oct 1, 2014	Dec 5, 2014	65	Firm change	Other

Relationships

Registered with (2)

→ C••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Dec 5, 2014 to presentfactForm ADV
→ G••••••••• W••••• A•••••••Registered adviserregistration: previous registration
Apr 24, 2006 to Oct 1, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:46bbcbf5-7bc4-9307-5054-f6fc40eea448
First observed: Apr 24, 2006
Last observed: Sep 14, 2026 8 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.