DFX Intelligence

R••••• L•• H•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor38 years in industry

R••••• L•• H•••••

Advisor at O•••••••• W••••• A•••••••

FORT WORTH, TX

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Search this name across graphsid dfx:ria:6912839d-0f56-080b-280f-9391c71aee39

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 2, 2014 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: O•••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 22, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••• W••••• A•••••••	Independent wealth	May 1, 2017	n/a	yes	FORT WORTH, TX	Current employment
W•••••• • R•••	Former SEC adviser	Dec 2, 2014	May 2, 2017	no	AUSTIN, TX\|COLLEYVILLE, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••• • R•••	O•••••••• W••••• A•••••••	May 2, 2017	May 1, 2017	-1	Firm change	Other

Relationships

Registered with (2)

→ O•••••••• W••••• A•••••••Registered adviserregistration: current employment
May 1, 2017 to presentfactForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Dec 2, 2014 to May 2, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6912839d-0f56-080b-280f-9391c71aee39
First observed: Dec 2, 2014
Last observed: Sep 14, 2026 9 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.