DFX Intelligence

R••• E••••• S•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

R••• E••••• S•••••••

Advisor at C•••••• M••••••••• L•

DALLAS, TX

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Search this name across graphsid dfx:ria:723fb25f-1e4c-60a8-342f-adbc37ee4185

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

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Sep 12, 2012 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

R••• E••••• S•••••••

Private equity principal · key crd individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C•••••• M••••••••• L•
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• M••••••••• L•	Asset manager	Dec 21, 2020	n/a	yes	DALLAS, TX	Current employment
C•••• I•••	Asset manager	Sep 12, 2012	May 26, 2021	no	DALLAS, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••• I•••	C•••••• M••••••••• L•	May 26, 2021	Dec 21, 2020	-156	Firm change after gap	Other

Relationships

Registered with (2)

→ C•••••• M••••••••• L•Registered adviserregistration: current employment
Dec 21, 2020 to presentfactForm ADV
→ C•••• I•••Registered adviserregistration: previous registration
Sep 12, 2012 to May 26, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:723fb25f-1e4c-60a8-342f-adbc37ee4185
First observed: Sep 12, 2012
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.