DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

C••••••• R••••••

Advisor at F•••• C•••••• A••••••• S•••••••

FORT WORTH, TX | Belcamp, MD

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Search this name across graphsid dfx:ria:80a96e1a-f16a-334a-cb9a-683c0f0349dd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 2, 2016 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•••• C•••••• A••••••• S•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• C•••••• A••••••• S•••••••	Bd affiliated wealth	Dec 2, 2024	n/a	yes	Belcamp, MD\|FORT WORTH, TX	Current employment
H•••••••• L••	n/a	Sep 19, 2018	Dec 31, 2022	no	CATONSVILLE, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••••• L••	F•••• C•••••• A••••••• S•••••••	Dec 31, 2022	Dec 2, 2024	702	Firm change after gap	Other
S••••••• F•••••••• S•••••••• I•••	H•••••••• L••	Aug 2, 2018	Sep 19, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
281958:15296:TX:2016-12-07	Dec 7, 2016	Feb 9, 2017	FORT WORTH, TX	Firm change

Relationships

Registered with (3)

→ F•••• C•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Feb 2, 2016 to Dec 7, 2016factForm ADV
→ H•••••••• L••Registered adviserregistration: previous registration
Sep 19, 2018 to Dec 31, 2022factForm ADV
→ S••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Feb 9, 2017 to Aug 2, 2018factForm ADV

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:80a96e1a-f16a-334a-cb9a-683c0f0349dd
First observed: Feb 2, 2016
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.