DFX Intelligence

Q•••• V•••• P•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

Q•••• V•••• P•••••

Advisor at F••• A••••••• I••

AUSTIN, TX | WACO, TX

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Search this name across graphsid dfx:ria:595570d6-2adf-55be-8e47-0a34641e55cc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 9, 2014 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: F••• A••••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••• A••••••• I••	Independent wealth	Sep 4, 2019	n/a	yes	AUSTIN, TX\|WACO, TX	Current employment
C•••••• A•••••••	Bd affiliated wealth	Sep 21, 2016	Dec 12, 2019	no	The Woodlands, TX\|SOUTHFIELD, MI\|Spring, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• A•••••••	F••• A••••••• I••	Dec 12, 2019	Sep 4, 2019	-99	Firm change after gap	Other
A•••••••• C•••••• M•••••••••	C•••••• A•••••••	Sep 13, 2016	Sep 21, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
157423:158819:NC:2016-09-07	Sep 13, 2016	Sep 21, 2016	CORNELIUS, NC	Firm change

Relationships

Registered with (3)

→ F••• A••••••• I••Registered adviserregistration: current employment
Sep 4, 2019 to presentfactForm ADV
→ C•••••• A•••••••Registered adviserregistration: previous registration
Sep 21, 2016 to Dec 12, 2019factForm ADV
→ A•••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
May 9, 2014 to Sep 13, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:595570d6-2adf-55be-8e47-0a34641e55cc
First observed: May 9, 2014
Last observed: Sep 15, 2026 7 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.