DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner22 years in industry

E•••••• H•••• W•••

Advisor at I•• F••••••••• L••

CEDAR PARK, TX

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Search this name across graphsid dfx:ria:7080f8f9-2842-4c0e-6c92-ac2a2349a9a5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 9, 2008 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: I•• F••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 27, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•• F••••••••• L••	State registered	Jan 24, 2012	n/a	yes	CEDAR PARK, TX	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Jan 9, 2008	Jan 26, 2012	no	AUSTIN, TX\|AUSTIN, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	I•• F••••••••• L••	Jan 26, 2012	Jan 24, 2012	-2	Firm change	Other

Relationships

Registered with (2)

→ I•• F••••••••• L••Registered adviserregistration: current employment
Jan 24, 2012 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jan 9, 2008 to Jan 26, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7080f8f9-2842-4c0e-6c92-ac2a2349a9a5
First observed: Jan 9, 2008
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.