DFX Intelligence

M•••••• K••• W••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

M•••••• K••• W••••••••

Advisor at L••••• A•••• M••••••••• L•••

FORT WORTH, TX

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Search this name across graphsid dfx:ria:91710609-c208-1e85-d9cb-6f46215d1b02

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 27, 2005 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: L••••• A•••• M••••••••• L•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••• A•••• M••••••••• L•••	Independent wealth	Aug 22, 2019	n/a	yes	FORT WORTH, TX	Current employment
C•••••• S••••• • C••• I•••	National bd RIA	Apr 1, 2019	Aug 1, 2019	no	Westlake, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• S••••• • C••• I•••	L••••• A•••• M••••••••• L•••	Aug 1, 2019	Aug 22, 2019	21	Firm change	Other
G•••• I••••••••• M••••••••• I•••	C•••••• S••••• • C••• I•••	Dec 7, 2018	Apr 1, 2019

Relationships

Registered with (3)

→ L••••• A•••• M••••••••• L•••Registered adviserregistration: current employment
Aug 22, 2019 to presentfactForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Apr 1, 2019 to Aug 1, 2019factForm ADV
→ G•••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Jan 11, 2017 to Dec 7, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:91710609-c208-1e85-d9cb-6f46215d1b02
First observed: Jul 27, 2005
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.