DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)40 years in industry

D•••• M•••• D••••••••

Advisor at P••••••• A•••• M••••••••• G••••• C••••••••• •••••

SHREVEPORT, LA

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Search this name across graphsid dfx:ria:9a8623fc-d234-2e01-b37b-cc89ec6bf9b1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 24, 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: P••••••• A•••• M••••••••• G••••• C••••••••• •••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 3, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• A•••• M••••••••• G••••• C••••••••• •••••	Independent wealth	Jan 29, 2023	n/a	yes	SHREVEPORT, LA	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	May 10, 2024	Jul 11, 2024	no	SHREVEPORT, LA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	n/a	Jul 11, 2024	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ P••••••• A•••• M••••••••• G••••• C••••••••• •••••Registered adviserregistration: previous registration
Feb 24, 2012 to Dec 31, 2022factForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
May 10, 2024 to Jul 11, 2024factForm ADV

Dated events

Occurred
Jul 11, 2024
Advisor departed, no destination yet
D•••• M•••• D•••••••• no longer registered at O•••• W•••••• I•••; no later IA registration on IAPD
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9a8623fc-d234-2e01-b37b-cc89ec6bf9b1
First observed: Feb 24, 2012
Last observed: Sep 14, 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.