DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

T•••• W••• H•••••••

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

PLANO, TX

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Search this name across graphsid dfx:ria:62331cb5-a478-592e-9142-2c46579a3001

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: May 13, 2020 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: P•••••• W••••• M••••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• W••••• M••••••••• G••••• L••	Independent wealth	Apr 4, 2025	n/a	yes	PLANO, TX	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jul 19, 2024	Mar 31, 2025	no	Plano, TX\|Plano, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	P•••••• W••••• M••••••••• G••••• L••	Mar 31, 2025	Apr 4, 2025	4	Firm change	Ibd to new firm
A•••••• R••••••• C••••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Jul 19, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:333971:TX:2025-03-31	Mar 31, 2025	Apr 4, 2025	PLANO, TX	Firm change

Relationships

Registered with (4)

→ P•••••• W••••• M••••••••• G••••• L••Registered adviserregistration: current employment
Apr 4, 2025 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jul 19, 2024 to Mar 31, 2025factForm ADV
→ A•••••• R••••••• C••••••Registered adviserregistration: previous registration
Jun 22, 2022 to Jul 19, 2024factForm ADV
→ R•••••• J•••• • A••••••••• I•••

Dated events

Occurred
Mar 31, 2025
A•••••• firm change
T•••• W••• H••••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for P•••••• W••••• M••••••••• G••••• L•• (registered 2025-04-04)
Form ADVobserved 7 days ago
Occurred
Jul 19, 2024
A•••••• firm change
T•••• W••• H••••••• left A•••••• R••••••• C•••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2024-07-19)
Form ADVobserved 7 days ago
Occurred
Apr 6, 2022
A•••••• firm change
T•••• W••• H••••••• left R•••••• J•••• • A••••••••• I••• for A•••••• R••••••• C•••••• (registered 2022-06-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:62331cb5-a478-592e-9142-2c46579a3001
First observed: May 13, 2020
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.