DFX Intelligence

M•••••• P•••••• L•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

M•••••• P•••••• L•••••••

Advisor at R••••• W••••• G••••• I•••

FORT WORTH, TX

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Search this name across graphsid dfx:ria:80bdb374-681a-72e5-87a9-226cd805c7af

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 14, 2004 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: R••••• W••••• G••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 11, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••• W••••• G••••• I•••	Independent wealth	Sep 14, 2005	n/a	yes	FORT WORTH, TX	Current employment
T•••• A•••••••• L••	Former SEC adviser	Dec 15, 2004	Jul 20, 2005	no	BIRMINGHAM, AL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••• A•••••••• L••	R••••• W••••• G••••• I•••	Jul 20, 2005	Sep 14, 2005	56	Firm change	Other
O•••• F•• I•••	T•••• A•••••••• L••	Dec 15, 2004	Dec 15, 2004

Relationships

Registered with (3)

→ R••••• W••••• G••••• I•••Registered adviserregistration: current employment
Sep 14, 2005 to presentfactForm ADV
→ T•••• A•••••••• L••Registered adviserregistration: previous registration
Dec 15, 2004 to Jul 20, 2005factForm ADV
→ O•••• F•• I•••Registered adviserregistration: previous registration
Oct 14, 2004 to Dec 15, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:80bdb374-681a-72e5-87a9-226cd805c7af
First observed: Oct 14, 2004
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.