DFX Intelligence
Reading the graph
Reading the graph
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Advisor at F•••• P••••••• W•••••• L••
Plano, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| F•••• P••••••• W•••••• L•• | Independent wealth | Jul 23, 2025 | n/a | yes | Plano, TX | Current employment |
| C••••• A••••••• S•••••••• I•• | State registered | May 17, 2024 | Jul 23, 2025 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| C••••• A••••••• S•••••••• I•• | F•••• P••••••• W•••••• L•• | Jul 23, 2025 | Jul 23, 2025 | 0 | Firm change | Other |
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | C••••• A••••••• S•••••••• I•• | Jul 15, 2025 | May 17, 2024 |
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | Bd affiliated wealth | Sep 21, 2022 | Jul 15, 2025 | no | Dallas, TX|Richardson, TX | Previous registration |
| A••••••••• F•••••••• S•••••••• L•• | National bd RIA | Jan 4, 2021 | Sep 13, 2022 | no | SAN ANTONIO, TX | Previous registration |
| -424 |
| Firm change after gap |
| Ibd to state RIA |
| A••••••••• F•••••••• S•••••••• L•• | R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | Sep 13, 2022 | Sep 21, 2022 | 8 | Firm change | Ibd to ibd |