D•••• C•••••

Advisor at F••••• I•••••••••

PLANO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a0af59ff-559c-0911-ec6a-bb9606230240

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 5, 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: F••••• I•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 16, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• I•••••••••	Independent wealth	Aug 16, 2024	n/a	yes	PLANO, TX	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jan 6, 2021	May 29, 2024	no	FORT WORTH, TX\|FORT WORTH, TX\|FORT WORTH, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	F••••• I•••••••••	May 29, 2024	Aug 16, 2024	79	Firm change	Wirehouse to RIA
J••• M••••• S••••••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Jan 22, 2021	Jan 6, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:107342:TX:2024-05-23	May 29, 2024	Aug 16, 2024	FORT WORTH, TX	Firm change
79:7691:TX:2021-01-22	Jan 22, 2021	Jan 6, 2021	FORT WORTH, TX	Firm change

Relationships

Registered with (5)

→ F••••• I•••••••••Registered adviserregistration: current employment
Aug 16, 2024 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jan 6, 2021 to May 29, 2024factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 1, 2012 to Jan 22, 2021factForm ADV
→ C•••• I••••••••• S••••••• C••••

Dated events

Occurred
May 29, 2024
Advisor changed firm
D•••• C••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for F••••• I••••••••• (registered 2024-08-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a0af59ff-559c-0911-ec6a-bb9606230240
First observed: Oct 5, 2005
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.