DFX Intelligence
Reading the graph
Reading the graph
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Advisor at M•••••• F•••••••• S•••••••••
FORT WORTH, 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 |
|---|---|---|---|---|---|---|
| M•••••• F•••••••• S••••••••• | Independent wealth | Sep 4, 2025 | n/a | yes | FORT WORTH, TX | Current employment |
| C•••••• S••••• • C••• I••• | National bd RIA | Oct 4, 2022 | Jun 5, 2025 | no | Southlake, TX|Lone Tree, CO|Westlake, TX |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| C•••••• S••••• • C••• I••• | M•••••• F•••••••• S••••••••• | Jun 5, 2025 | Sep 4, 2025 | 91 | Firm change | Ibd to RIA |
| T• A••••••••• I••• | C•••••• S••••• • C••• I••• | Oct 14, 2022 | Oct 4, 2022 |
| T• A••••••••• I••• | Former SEC adviser | Jul 6, 2021 | Oct 14, 2022 | no | Westlake, TX | Previous registration |
| E••••• J•••• | National bd RIA | Aug 31, 2018 | Aug 21, 2019 | no | Dallas, TX|ST LOUIS, MO|FT WORTH, TX | Previous registration |
| -10 |
| Channel change |
| Other |
| E••••• J•••• | T• A••••••••• I••• | Aug 21, 2019 | Jul 6, 2021 | 685 | Firm change after gap | Other |