DFX Intelligence

S•••• A•••••••• N••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

S•••• A•••••••• N••••••

Advisor at G••••• E•••• C•••••• A•••••••• I•••

DUBAI | Wylie, TX

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Search this name across graphsid dfx:ria:88dd3106-5a4c-2e4e-347c-b0e11da919fc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 17, 2022 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: G••••• E•••• C•••••• A•••••••• I•••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Sep 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• E•••• C•••••• A•••••••• I•••	Other adviser	Jan 25, 2025	n/a	yes	Wylie, TX\|DUBAI	Current employment
T••••••••• F•••••••• A•••••••• L••	Bd affiliated wealth	Mar 17, 2022	Dec 31, 2022	no	PLANO, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• F•••••••• A•••••••• L••	G••••• E•••• C•••••• A•••••••• I•••	Dec 31, 2022	Jan 25, 2025	756	Firm change after gap	Other

Relationships

Registered with (2)

→ G••••• E•••• C•••••• A•••••••• I•••Registered adviserregistration: current employment
Jan 25, 2025 to presentfactForm ADV
→ T••••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 17, 2022 to Dec 31, 2022factForm ADV

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:88dd3106-5a4c-2e4e-347c-b0e11da919fc
First observed: Mar 17, 2022
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.