DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner38 years in industry

D••••• H••• P•••••••

Advisor at M•••••• F••••• F••••••••• L••

FORT WORTH, TX | Granbury, TX

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Search this name across graphsid dfx:ria:5097afa8-a307-c8ea-703f-89606e4b0c65

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 4, 2007 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: M•••••• F••••• F••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• F••••• F••••••••• L••	Independent wealth	Mar 20, 2023	n/a	yes	FORT WORTH, TX\|Granbury, TX	Current employment
P••••••• F•••••••• S•••••••• I•••	Bd affiliated wealth	Mar 8, 2021	Apr 21, 2021	no	Granbury, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••• F•••••••• S•••••••• I•••	M•••••• F••••• F••••••••• L••	Apr 21, 2021	Mar 20, 2023	698	Firm change after gap	RIA to RIA
E••••• J••••	P••••••• F•••••••• S•••••••• I•••	Mar 2, 2021	Mar 8, 2021

Relationships

Registered with (3)

→ M•••••• F••••• F••••••••• L••Registered adviserregistration: current employment
Mar 20, 2023 to presentfactForm ADV
→ P••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Mar 8, 2021 to Apr 21, 2021factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Apr 4, 2007 to Mar 2, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5097afa8-a307-c8ea-703f-89606e4b0c65
First observed: Apr 4, 2007
Last observed: Sep 15, 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.