DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

H••••• D•••• W•••••

Advisor at T•••• W••••• P•••••••• L••

LAWRENCE, KS | Amarillo, TX

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Search this name across graphsid dfx:ria:6496d991-837d-933b-0f59-23891e655f66

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Sep 19, 2023 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: T•••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••• W••••• P•••••••• L••	Independent wealth	Jun 24, 2026	n/a	yes	Amarillo, TX\|LAWRENCE, KS	Current employment
S•••••••• 4• W•••••	Independent wealth	Jan 14, 2025	Apr 17, 2026	no	SOUTHLAKE, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• 4• W•••••	T•••• W••••• P•••••••• L••	Apr 17, 2026	Jun 24, 2026	68	Firm change	RIA to RIA
F••••••• P••••••• A•• W•••••••• A•••••••	S•••••••• 4• W•••••	Nov 4, 2024	Jan 14, 2025

Relationships

Registered with (3)

→ T•••• W••••• P•••••••• L••Registered adviserregistration: current employment
Jun 24, 2026 to presentfactForm ADV
→ S•••••••• 4• W•••••Registered adviserregistration: previous registration
Jan 14, 2025 to Apr 17, 2026factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Sep 19, 2023 to Nov 4, 2024factForm ADV

Dated events

Occurred
Apr 17, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Nov 4, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6496d991-837d-933b-0f59-23891e655f66
First observed: Sep 19, 2023
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.