DFX Intelligence

T••••• B•••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

T••••• B•••• M•••••

Advisor at F••••••••• C••••••

LAS VEGAS, NV | BRENTWOOD, CA

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Search this name across graphsid dfx:ria:78bf859a-1f15-5f7b-1a5f-f18150e6beed

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Dec 7, 2022 to Sep 15, 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: F••••••••• C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••••• C••••••	Independent wealth	Jul 10, 2026	n/a	yes	BRENTWOOD, CA\|LAS VEGAS, NV	Current employment
E••••• J••••	National bd RIA	Sep 6, 2024	Jul 13, 2026	no	Brentwood, CA\|Benicia, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	F••••••••• C••••••	Jul 13, 2026	Jul 10, 2026	-3	Firm change	Ibd to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	E••••• J••••	Jul 17, 2024	Sep 6, 2024

Relationships

Registered with (3)

→ F••••••••• C••••••Registered adviserregistration: current employment
Jul 10, 2026 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Sep 6, 2024 to Jul 13, 2026factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Dec 7, 2022 to Jul 17, 2024factForm ADV

Dated events

Occurred
Jul 13, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 17, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:78bf859a-1f15-5f7b-1a5f-f18150e6beed
First observed: Dec 7, 2022
Last observed: Sep 15, 2026 8 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.