DFX Intelligence

A•••••• L•• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

A•••••• L•• B••••

Advisor at F•••••••• • T•• A••••••••• L••

ST. LOUIS, MO | Plano, TX

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Search this name across graphsid dfx:ria:8ff6dcde-55a7-3021-79ac-f705f4513866

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 22, 2025 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: F•••••••• • T•• A••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom 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
F•••••••• • T•• A••••••••• L••	Independent wealth	Dec 19, 2025	n/a	yes	Plano, TX\|ST. LOUIS, MO	Current employment
I•• A••••••• S•••••••• I•••	Mixed wealth	Apr 22, 2025	Jun 16, 2025	no	Dallas, TX\|DENVER, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•• A••••••• S•••••••• I•••	F•••••••• • T•• A••••••••• L••	Jun 16, 2025	Dec 19, 2025	186	Firm change	RIA to RIA

Relationships

Registered with (2)

→ F•••••••• • T•• A••••••••• L••Registered adviserregistration: current employment
Dec 19, 2025 to presentfactForm ADV
→ I•• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Apr 22, 2025 to Jun 16, 2025factForm ADV

Dated events

Occurred
Jun 16, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8ff6dcde-55a7-3021-79ac-f705f4513866
First observed: Apr 22, 2025
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.