DFX Intelligence

A•••• W•••• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

A•••• W•••• B•••••

Advisor at D•••••• A•••••••• G•••• • W•••••

DALLAS, TX | Vancouver, WA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Oct 26, 2023 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: D•••••• A•••••••• G•••• • W•••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Sep 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
D•••••• A•••••••• G•••• • W•••••	Other adviser	Jan 27, 2026	n/a	yes	DALLAS, TX\|Vancouver, WA	Current employment
P•• E•••••• L••	Independent wealth	Oct 21, 2024	Jun 16, 2025	no	ASPEN, CO\|Bellevue, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• E•••••• L••	D•••••• A•••••••• G•••• • W•••••	Jun 16, 2025	Jan 27, 2026	225	Firm change	Other
F••••• I•••••••••	P•• E•••••• L••	Oct 7, 2024	Oct 21, 2024

Relationships

Registered with (3)

→ D•••••• A•••••••• G•••• • W•••••Registered adviserregistration: current employment
Jan 27, 2026 to presentfactForm ADV
→ P•• E•••••• L••Registered adviserregistration: previous registration
Oct 21, 2024 to Jun 16, 2025factForm ADV
→ F••••• I•••••••••Registered adviserregistration: previous registration
Oct 26, 2023 to Oct 7, 2024factForm ADV

Dated events

Order

Occurred
16 Jun 2025
Advisor changed firm
••• Locked
Form ADV
Occurred
7 Oct 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 26, 2023
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.