DFX Intelligence

R••••• S•••• F•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst39 years in industry

R••••• S•••• F•••••

Advisor at C•••• A••••••• M••••••••• I•••

DALLAS, TX | GREENBRAE, CA

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Search this name across graphsid dfx:ria:59acc95f-11fb-9efc-53f9-95127431c626

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Mar 17, 1987 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: C•••• A••••••• M••••••••• I•••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Mar 17, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• A••••••• M••••••••• I•••	Asset manager	May 27, 2015	n/a	yes	DALLAS, TX\|GREENBRAE, CA	Current employment

Relationships

Registered with (1)

→ C•••• A••••••• M••••••••• I•••Registered adviserregistration: current employment
May 27, 2015 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:59acc95f-11fb-9efc-53f9-95127431c626
First observed: Mar 17, 1987
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.