DFX Intelligence

D•••••• J••• D••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

D•••••• J••• D••••••••

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

Houston, TX | BLOOMFIELD HILLS, MI

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Search this name across graphsid dfx:ria:49562ae7-94af-038f-5199-4f4cd1e12efc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 6, 2022 to Sep 15, 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: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• W••••• M••••••••• L••	Independent wealth	Feb 8, 2023	n/a	yes	Houston, TX\|BLOOMFIELD HILLS, MI	Current employment
C•••••••• W••••• M••••••••• L••	Independent wealth	Apr 6, 2022	Nov 17, 2022	no	Bloomfield Hills, MI

Relationships

Registered with (1)

→ C•••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 6, 2022 to Nov 17, 2022factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:49562ae7-94af-038f-5199-4f4cd1e12efc
First observed: Apr 6, 2022
Last observed: Sep 15, 2026 7 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.