DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

J••••• D•••• G•••••

Advisor at R•••••• P• S•••••••• A••••••••• I•••

AUSTIN, TX | Rowlett, TX

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Search this name across graphsid dfx:ria:8fdaa5d3-050c-0d92-a3f6-d51ae77151c5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 23, 2013 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: R•••••• P• S•••••••• A••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• P• S•••••••• A••••••••• I•••	Independent wealth	Jan 24, 2020	n/a	yes	AUSTIN, TX\|Rowlett, TX	Current employment
C•••••• S••••• • C••• I•••	National bd RIA	Sep 23, 2013	Jan 22, 2020	no	Austin, TX\|Austin, TX\|Austin, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• S••••• • C••• I•••	R•••••• P• S•••••••• A••••••••• I•••	Jan 22, 2020	Jan 24, 2020	2	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ R•••••• P• S•••••••• A••••••••• I•••Registered adviserregistration: current employment
Jan 24, 2020 to presentfactForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Sep 23, 2013 to Jan 22, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8fdaa5d3-050c-0d92-a3f6-d51ae77151c5
First observed: Sep 23, 2013
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.