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B••••••• T••••• H••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

B••••••• T••••• H••••

Advisor at C••••••

San Antonio, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 9, 2017 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••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 21, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••	Independent wealth	Jul 14, 2026	n/a	yes	San Antonio, TX	Current employment
C•••••• A•••••••• I•••	Former SEC adviser	Aug 29, 2024	Jul 17, 2026	no	SAN ANTONIO, TX\|TULSA, OK	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• A•••••••• I•••	C••••••	Jul 17, 2026	Jul 14, 2026	-3	Bulk transfer	RIA to RIA
F••••••• P••••••• A•• W•••••••• A•••••••	C•••••• A•••••••• I•••	Aug 9, 2024	Aug 29, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
20472:288590:TX:2020-11-13	Nov 13, 2020	Dec 1, 2020	SAN ANTONIO, TX	Firm change
111514:7870:NE:2018-09-27	Nov 6, 2018	Feb 27, 2018	OMAHA, NE	Firm change after gap

Relationships

Registered with (7)

→ C••••••Registered adviserregistration: current employment
Jul 14, 2026 to presentfactForm ADV
→ C•••••• A•••••••• I•••Registered adviserregistration: previous registration
Aug 29, 2024 to Jul 17, 2026factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Dec 1, 2020 to Aug 9, 2024factForm ADV
→ A••••• A•• P••••••• S•••••••

Dated events

Occurred
Aug 9, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 9, 2017
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.