DFX Intelligence

T••••• H••••• P••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

T••••• H••••• P••••

Advisor at E•••••••• A••••••• S•••••••• L••

Fort Worth, TX | KATY, TX

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Search this name across graphsid dfx:ria:89c78861-9ea1-f2a3-383b-5b861f4dc836

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 5, 2002 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•••••••• A••••••• S•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 30, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• A••••••• S•••••••• L••	Independent wealth	Jul 25, 2024	n/a	yes	KATY, TX\|Fort Worth, TX	Current employment
P••••••••• W••••• M••••••••• L••	n/a	Feb 16, 2021	Dec 29, 2024	no	Arlington, TX\|FORTH WORTH, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••••• W••••• M••••••••• L••	E•••••••• A••••••• S•••••••• L••	Dec 29, 2024	Jul 25, 2024	-157	Firm change after gap	Other
T•••••• I••••••••• M••••••••• L••	P••••••••• W••••• M••••••••• L••	Jan 12, 2021	Feb 16, 2021

Relationships

Registered with (6)

→ E•••••••• A••••••• S•••••••• L••Registered adviserregistration: current employment
Jul 25, 2024 to presentfactForm ADV
→ P••••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 16, 2021 to Dec 29, 2024factForm ADV
→ T•••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 7, 2015 to Jan 12, 2021factForm ADV
→ I•••••••• C•••••• A•••••••

Dated events

Occurred
Dec 29, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:89c78861-9ea1-f2a3-383b-5b861f4dc836
First observed: Apr 5, 2002
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.