DFX Intelligence

T••••• W• S••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)16 years in industry

T••••• W• S••••

Advisor at C••••• A••••••• S•••••••• I••

FORT WORTH, TX

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Search this name across graphsid dfx:ria:8a80c721-77a5-b5ae-91b4-720215237d64

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 2, 2012 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: C••••• A••••••• S•••••••• I••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 25, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• A••••••• S•••••••• I••	State registered	Jan 5, 2017	n/a	yes	FORT WORTH, TX	Current employment
C••••• A••••••• S•••••••• I••	State registered	Apr 3, 2012	Dec 31, 2016	no	FORT WORTH, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• I••••••••• A•••••••• I•••	C••••• A••••••• S•••••••• I••	Oct 17, 2012	Apr 3, 2012	-197	Firm change after gap	RIA to state RIA

Relationships

Registered with (2)

→ C••••• A••••••• S•••••••• I••Registered adviserregistration: previous registration
Apr 3, 2012 to Dec 31, 2016factForm ADV
→ R••••• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Feb 2, 2012 to Oct 17, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8a80c721-77a5-b5ae-91b4-720215237d64
First observed: Feb 2, 2012
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.