DFX Intelligence

A•• E•••••••• R•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

A•• E•••••••• R•••

Advisor at P•• W••••• M•••••••••

MCKINNEY, TX

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Search this name across graphsid dfx:ria:5897e94d-4189-adee-8f6b-36a912f4e2fd

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 8, 2022 to Sep 18, 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: P•• W••••• M•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• W••••• M•••••••••	Bd affiliated wealth	Sep 17, 2026	n/a	yes	MCKINNEY, TX	Current employment
E••••• J••••	National bd RIA	Feb 8, 2022	n/a	yes	MCKINNEY, TX	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	P•• W••••• M•••••••••	Sep 17, 2026	Sep 17, 2026	0	Firm change	Ibd to ibd

Relationships

Registered with (2)

→ P•• W••••• M•••••••••Registered adviserregistration: current employment
Sep 17, 2026 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Feb 8, 2022 to Sep 17, 2026factForm ADV

Dated events

Occurred
Sep 17, 2026
Advisor changed firm
••• Locked
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5897e94d-4189-adee-8f6b-36a912f4e2fd
First observed: Feb 8, 2022
Last observed: Sep 18, 2026 5 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.