DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

M•••• G•••••••• H•••••

Advisor at T••••• C•••• W••••• A•••••••• L••

San Antonio, TX | DALLAS, TX

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Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Feb 18, 2022 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: T••••• C•••• W••••• A•••••••• 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: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••• C•••• W••••• A•••••••• L••	Independent wealth	Jan 22, 2026	n/a	yes	DALLAS, TX\|San Antonio, TX	Current employment
F•••• I••••••••• S•••••••	Bd affiliated wealth	Jan 31, 2023	Dec 19, 2025	no	SAN ANTONIO, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• I••••••••• S•••••••	T••••• C•••• W••••• A•••••••• L••	Dec 19, 2025	Jan 22, 2026	34	Firm change	Ibd to RIA
1••• W•••••	F•••• I••••••••• S•••••••	Oct 21, 2022	Jan 31, 2023

Relationships

Registered with (3)

→ T••••• C•••• W••••• A•••••••• L••Registered adviserregistration: current employment
Jan 22, 2026 to presentfactForm ADV
→ F•••• I••••••••• S•••••••Registered adviserregistration: previous registration
Jan 31, 2023 to Dec 19, 2025factForm ADV
→ 1••• W•••••Registered adviserregistration: previous registration
Feb 18, 2022 to Oct 21, 2022factForm ADV

Dated events

Order

Occurred
19 Dec 2025
Advisor changed firm
••• Locked
Form ADV
Occurred
21 Oct 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 18, 2022
Last observed: Sep 14, 2026 10 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.