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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)24 years in industry

F•••• B• M•••••

Advisor at L•••• F••• A••••••• S•••••••

DALLAS, TX | PANAMA CITY, FL | PROSPER, TX | Panama City Beach, FL

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Search this name across graphsid dfx:ria:600359c9-c514-55ce-e943-cb61f6e97250

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 17, 2003 to Sep 19, 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: L•••• F••• A••••••• S•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 2, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 10derivedfrom 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
C••• P•••••• W••••• L••	No RAUM reported	Sep 18, 2026	n/a	yes	PANAMA CITY, FL\|PROSPER, TX	Current employment
L•••• F••• A••••••• S•••••••	Bd affiliated wealth	Feb 12, 2016	n/a	yes	DALLAS, TX\|Panama City Beach, FL

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
R•••••• J•••• • A••••••••• I•••	L•••• F••• A••••••• S•••••••	Feb 2, 2016	Feb 12, 2016	10	Firm change	Other
A• G• E•••••• • S•••• I•••	R•••••• J•••• • A••••••••• I•••	Nov 8, 2007

Relationships

Registered with (3)

→ L•••• F••• A••••••• S•••••••Registered adviserregistration: current employment
Feb 12, 2016 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Nov 6, 2007 to Feb 2, 2016factForm ADV
→ A• G• E•••••• • S•••• I•••Registered adviserregistration: previous registration
Jan 17, 2003 to Nov 8, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:600359c9-c514-55ce-e943-cb61f6e97250
First observed: Jan 17, 2003
Last observed: Sep 19, 2026 3 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.