DFX Intelligence

D••••••••• M•••••• J•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

D••••••••• M•••••• J•••

Advisor at A••••• W•••••

Las Vegas, NV | HOUSTON, TX

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Search this name across graphsid dfx:ria:89c03d7d-39e3-5625-5e12-9ae5fb62568a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 4, 2024 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: A••••• W•••••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• W•••••	No RAUM reported	Jan 5, 2026	n/a	yes	HOUSTON, TX\|Las Vegas, NV	Current employment
A••••• W•••••	No RAUM reported	Mar 4, 2024	Dec 31, 2025	no	HOUSTON, TX\|Las Vegas, NV	Previous registration

Relationships

Registered with (1)

→ A••••• W•••••Registered adviserregistration: previous registration
Mar 4, 2024 to Dec 31, 2025factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:89c03d7d-39e3-5625-5e12-9ae5fb62568a
First observed: Mar 4, 2024
Last observed: Sep 14, 2026 9 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.