DFX Intelligence

C•••••• C•••• N•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

C•••••• C•••• N•••••••

Advisor at C•••• A•••••••

ALBUQUERQUE, NM | Frisco , TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6844d1a1-4f57-c4ee-022c-5296b28c006d

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 2
On other graphs: 0
Observed: Jul 1, 2016 to Sep 18, 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: C•••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• A•••••••	State registered	Sep 4, 2026	n/a	yes	ALBUQUERQUE, NM\|Frisco , TX\|Frisco , TX	Current employment

Relationships

Registered with (1)

→ C•••• A•••••••Registered adviserregistration: current employment
Sep 4, 2026 to presentfactForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Show 2 bookkeeping events

Occurred
Sep 17, 2026
C•••••• C•••• N••••••• added a NM registration at C•••• A•••••••
Occurred
Sep 4, 2026
C•••••• C•••• N••••••• added a TX registration at C•••• A•••••••

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6844d1a1-4f57-c4ee-022c-5296b28c006d
First observed: Jul 1, 2016
Last observed: Sep 18, 2026 4 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.