DFX Intelligence

A••• J•••••• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

A••• J•••••• W•••••

Advisor at C•••••

HOOVER, AL | BELTON, TX

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Search this name across graphsid dfx:ria:a6f687f0-0b8c-b595-3e05-43bf6ed8c335

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Nov 9, 2021 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: C•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••	State registered	Dec 8, 2025	n/a	yes	HOOVER, AL\|BELTON, TX	Current employment
D•••••• C•••••• C•••••••••	Independent wealth	Oct 27, 2022	Jan 29, 2026	no	DENVER, CO\|College Station, TX\|DENVER, CO\|Belton, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D•••••• C•••••• C•••••••••	C•••••	Jan 29, 2026	Dec 8, 2025	-52	Firm change after gap	RIA to state RIA
B••••• F•••••••• A•••••••	D•••••• C•••••• C•••••••••	Sep 1, 2022	Oct 27, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
105638:111196:TX:2022-09-01	Sep 1, 2022	Oct 27, 2022	COLLEGE STATION, TX	Firm change

Relationships

Registered with (3)

→ C•••••Registered adviserregistration: current employment
Dec 8, 2025 to presentfactForm ADV
→ D•••••• C•••••• C•••••••••Registered adviserregistration: previous registration
Oct 27, 2022 to Jan 29, 2026factForm ADV
→ B••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Nov 9, 2021 to Sep 1, 2022factForm ADV

Dated events

Occurred
Jan 29, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Sep 1, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a6f687f0-0b8c-b595-3e05-43bf6ed8c335
First observed: Nov 9, 2021
Last observed: Sep 15, 2026 7 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.