DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

C•••• A••••• D••••••

Advisor at E•••••• F•••••••• E••••••

FAIRFAX, VA | DALLA S, TX

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

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 27, 2013 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: E•••••• F•••••••• E••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 30, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• F•••••••• E••••••	Independent wealth	Nov 14, 2025	n/a	yes	FAIRFAX, VA\|DALLA S, TX	Current employment
E•••••• A••••••• G••••• L••	Bd affiliated wealth	Apr 3, 2023	Nov 19, 2025	no	GREENWOOD VILLAGE, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• A••••••• G••••• L••	E•••••• F•••••••• E••••••	Nov 19, 2025	Nov 14, 2025	-5	Firm change	Ibd to RIA
P••••••• C•••••• A••••••• C•••••••••	E•••••• A••••••• G••••• L••	Apr 3, 2023	Apr 3, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
112058:104510:CO:2025-11-19	Nov 19, 2025	Nov 14, 2025	GREENWOOD VILLAGE, CO	Firm change
7870:111514:TX:2017-07-28	Jul 28, 2017	Aug 27, 2013	WESTLAKE, TX	Firm change after gap

Relationships

Registered with (5)

→ E•••••• F•••••••• E••••••Registered adviserregistration: current employment
Nov 14, 2025 to presentfactForm ADV
→ E•••••• A••••••• G••••• L••Registered adviserregistration: previous registration
Apr 3, 2023 to Nov 19, 2025factForm ADV
→ P••••••• C•••••• A••••••• C•••••••••Registered adviserregistration: previous registration
Jul 20, 2017 to Apr 3, 2023factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••

Dated events

Occurred
Nov 19, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 27, 2013
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.