DFX Intelligence

E••• O•••••• A•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)23 years in industry

E••• O•••••• A•••••••

Advisor at L•• F•••••••• L••

FORT WORTH, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Sep 7, 2004 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•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 25, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Feb 27, 2012	n/a	yes	FORT WORTH, TX\|FORT WORTH, TX	Current employment
E•• I••••••••• A•••••• C•••••••••	n/a	Jan 3, 2012	Feb 28, 2012	no	FORT WORTH, TX\|IRVING, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•• I••••••••• A•••••• C•••••••••	L•• F•••••••• L••	Feb 28, 2012	Feb 27, 2012	-1	Firm change	Other
L•• F•••••••• L••	W•• W••••• A•••••••	Jul 13, 2009	Mar 31, 2009

Relationships

Registered with (6)

→ L•• F•••••••• L••Registered adviserregistration: previous registration
Dec 7, 2007 to Jul 13, 2009factForm ADV
→ E•• I••••••••• A•••••• C•••••••••Registered adviserregistration: previous registration
Jan 3, 2012 to Feb 28, 2012factForm ADV
→ W•• W••••• A•••••••Registered adviserregistration: previous registration
Mar 31, 2009 to Jul 8, 2009factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 7, 2004
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.