DFX Intelligence

P••••••• G••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

P••••••• G••••

CRD 305837

PLANO, TX

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Search this name across graphsid dfx:ria:83ab0bb1-fb16-3d88-fe91-67510b5dc8af

Data as of Oct 21, 2019 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 0
Observed: Oct 21, 2019 to Oct 21, 2019
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Offices: 0Schedule D 1.F, beyond the principal office
CRD: 305837
Filings on the tape: 1
First filed: Oct 21, 2019
Latest filed: Oct 21, 2019
Organised: Sole Proprietorship, TX

Relationships

No published relationship touches this entity yet.

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:83ab0bb1-fb16-3d88-fe91-67510b5dc8af
First observed: Oct 21, 2019
Last observed: Oct 21, 2019 84 months ago
Source families: Federal regulator filings
3 registered feeds 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.