DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

B••••••• P• F••••••

Advisor at G••••••• W••••• P•••••••• L••

THE WOODLANDS, TX

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Search this name across graphsid dfx:ria:60817113-1289-1a0f-9573-e0dd87278fc8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 28, 2022 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: G••••••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 3, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••••• W••••• P•••••••• L••	Independent wealth	Jan 13, 2023	n/a	yes	THE WOODLANDS, TX	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	Nov 28, 2022	Jan 24, 2023	no	HOUSTON, TX\|THE WOODLANDS, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	G••••••• W••••• P•••••••• L••	Jan 24, 2023	Jan 13, 2023	-11	Firm change	Wirehouse to ibd

Relationships

Registered with (2)

→ G••••••• W••••• P•••••••• L••Registered adviserregistration: current employment
Jan 13, 2023 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Nov 28, 2022 to Jan 24, 2023factForm ADV

Dated events

Occurred
Jan 24, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:60817113-1289-1a0f-9573-e0dd87278fc8
First observed: Nov 28, 2022
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.