S••••• J••••••

Advisor at F•••• C•••••• A••••••• S•••••••

Fort Worth, TX | FORT WORTH, TX

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:4828f9c0-4b45-a9be-3912-f7dc043e825d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Aug 21, 2015 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: F•••• C•••••• A••••••• S•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 3, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• C•••••• A••••••• S•••••••	Bd affiliated wealth	May 1, 2024	n/a	yes	Fort Worth, TX\|FORT WORTH, TX	Current employment
A••••• A•• P••••••• S•••••••	Bd affiliated wealth	Jul 25, 2022	Apr 15, 2024	no	Frisco, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• A•• P••••••• S•••••••	F•••• C•••••• A••••••• S•••••••	Apr 15, 2024	May 1, 2024	16	Firm change	Ibd to ibd
F•••• C•••••• A••••••• S•••••••	A••••• A•• P••••••• S•••••••	Jul 11, 2022	Jul 25, 2022

Relationships

Registered with (3)

→ F•••• C•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Oct 11, 2017 to Jul 11, 2022factForm ADV
→ A••••• A•• P••••••• S•••••••Registered adviserregistration: previous registration
Jul 25, 2022 to Apr 15, 2024factForm ADV
→ F•••• C•••••• F•••••••• P•••••••• I•••Registered adviserregistration: previous registration
Aug 21, 2015 to Dec 15, 2015factForm ADV

Dated events

Occurred
Apr 15, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 11, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4828f9c0-4b45-a9be-3912-f7dc043e825d
First observed: Aug 21, 2015
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.