DFX Intelligence

M•• A••••• R•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

M•• A••••• R•••••••

Advisor at A••••••• A•••• M••••••••• L••

Dallas, TX | DALLAS, TX

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Search this name across graphs

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 21, 2015 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: A••••••• A•••• M••••••••• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Nov 23, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• A•••• M••••••••• L••	No RAUM reported	Aug 7, 2023	n/a	yes	DALLAS, TX\|Dallas, TX	Current employment
O•• P••••••• A•••• M•••••••••	Former SEC adviser	Dec 6, 2024	Aug 25, 2025	no	DALLAS, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•• P••••••• A•••• M•••••••••	n/a	Aug 25, 2025	n/a	n/a	Departure no registered destination	Departure
W••••••••• L••	A••••••• A•••• M••••••••• L••	May 31, 2025	Aug 7, 2023	-663

Relationships

Registered with (4)

→ A••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Aug 7, 2023 to presentfactForm ADV
→ O•• P••••••• A•••• M•••••••••Registered adviserregistration: previous registration
Dec 6, 2024 to Aug 25, 2025factForm ADV
→ W••••••••• L••Registered adviserregistration: previous registration
Jan 18, 2019 to May 31, 2025factForm ADV
→ G•••••• S•••• W••••• S•••••••• L•••

Dated events

Order

Occurred
25 Aug 2025
Advisor departed, no destination yet
••• Locked
Form ADV
Occurred
31 May 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 21, 2015
Last observed: Sep 15, 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.