DFX Intelligence
Reading the graph
Reading the graph
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Advisor at O•••••••• W••••• A•••••••
FORT WORTH, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| O•••••••• W••••• A••••••• | Independent wealth | Mar 23, 2026 | n/a | yes | FORT WORTH, TX|FORT WORTH, TX | Current employment |
| S••••••••• A•••••• A•••••••• I••• | Former SEC adviser | Apr 27, 2015 | Jan 8, 2024 | no | FORT WORTH, TX|FORT WORTH, TX|FORT WORTH, TX|FORT WORTH, TX |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| S••••••••• A•••••• A•••••••• I••• | O•••••••• W••••• A••••••• | Jan 8, 2024 | Mar 23, 2026 | 805 | Firm change after gap | Ibd to RIA |
| W•• A•••••••• L• | S••••••••• A•••••• A•••••••• I••• | Apr 27, 2015 | Apr 27, 2015 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 125073:110518:TX:2015-04-27 | Apr 27, 2015 | Apr 27, 2015 | FORT WORTH, TX | Firm change |
| W•• A•••••••• L• | Former SEC adviser | Jun 23, 2011 | Apr 27, 2015 | no | FORT WORTH, TX | Previous registration |
| T••••••••• F•••••••• A•••••••• L•• | Bd affiliated wealth | Apr 13, 1993 | Jun 30, 2011 | no | HEATH, TX|FORT WORTH, TX | Previous registration |
| 0 |
| Firm change |
| Other |
| T••••••••• F•••••••• A•••••••• L•• | W•• A•••••••• L• | Jun 30, 2011 | Jun 23, 2011 | -7 | Firm change | Other |