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

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RIA / WealthAdvisor24 years in industry

T•••••• L••• N•••••

Advisor at F•• W••••• A•••••••

AUSTIN, TX

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Search this name across graphsid dfx:ria:7b66e225-f391-2bbe-bdbf-13e60f5113c3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 11, 2002 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: F•• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 13, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
F•• W••••• A•••••••	Independent wealth	Jan 5, 2018	n/a	yes	AUSTIN, TX	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Apr 20, 2005	Jan 9, 2018	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	F•• W••••• A•••••••	Jan 9, 2018	Jan 5, 2018	-4	Firm change	Other
U•• F•••••••• S••••••• I•••	R•••••• J•••• • A••••••••• I•••	Apr 28, 2005

Relationships

Registered with (3)

→ F•• W••••• A•••••••Registered adviserregistration: current employment
Jan 5, 2018 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Apr 20, 2005 to Jan 9, 2018factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Jun 11, 2002 to Apr 28, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7b66e225-f391-2bbe-bdbf-13e60f5113c3
First observed: Jun 11, 2002
Last observed: Sep 14, 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.