DFX Intelligence

B•••• R•••••••• M••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst19 years in industry

B•••• R•••••••• M••••••

Advisor at W••••••• L••

FORT WORTH, TX | Austin, TX

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Search this name across graphsid dfx:ria:4b757211-9663-93fc-f5ee-cb9e6f52e297

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 13, 2007 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••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••• L••	Independent wealth	Feb 13, 2026	n/a	yes	Austin, TX\|FORT WORTH, TX	Current employment
D••••••••• F••• A••••••• L•	Asset manager	Mar 13, 2007	Jan 27, 2026	no	AUSTIN, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D••••••••• F••• A••••••• L•	W••••••• L••	Jan 27, 2026	Feb 13, 2026	17	Firm change	Other

Relationships

Registered with (2)

→ W••••••• L••Registered adviserregistration: current employment
Feb 13, 2026 to presentfactForm ADV
→ D••••••••• F••• A••••••• L•Registered adviserregistration: previous registration
Mar 13, 2007 to Jan 27, 2026factForm ADV

Dated events

Occurred
Jan 27, 2026
Advisor changed firm
B•••• R•••••••• M•••••• left D••••••••• F••• A••••••• L• for W••••••• L•• (registered 2026-02-13)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4b757211-9663-93fc-f5ee-cb9e6f52e297
First observed: Mar 13, 2007
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.