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

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RIA / WealthAdvisor23 years in industry

M••• M•••••••• H•••••

Advisor at Q•••••• W••••• M••••••••• L••

FRISCO, TX

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Search this name across graphsid dfx:ria:58b62e09-2d26-0425-7af6-1efed1212d19

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 29, 2003 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: Q•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 27, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Q•••••• W••••• M••••••••• L••	Independent wealth	Jul 19, 2017	n/a	yes	FRISCO, TX	Current employment
F••••••••• W••••• L••	Former SEC adviser	Jan 12, 2015	Aug 1, 2017	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••••• W••••• L••	Q•••••• W••••• M••••••••• L••	Aug 1, 2017	Jul 19, 2017	-13	Firm change	Other
P•• M•••••• A•••••• S••••••••• I•••	F••••••••• W••••• L••	Jan 6, 2015

Relationships

Registered with (6)

→ Q•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jul 19, 2017 to presentfactForm ADV
→ F••••••••• W••••• L••Registered adviserregistration: previous registration
Jan 12, 2015 to Aug 1, 2017factForm ADV
→ P•• M•••••• A•••••• S••••••••• I•••Registered adviserregistration: previous registration
Jul 19, 2013 to Jan 6, 2015factForm ADV
→ D••••••• S••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:58b62e09-2d26-0425-7af6-1efed1212d19
First observed: May 29, 2003
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.