DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner14 years in industry

ANGEL MELGOZA

Advisor at FINANCIAL LIFE ADVISORS

SAN ANTONIO, 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:ac2bbf5d-3912-f9fd-5332-3d88d5ea8cc8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Feb 18, 2013 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: FINANCIAL LIFE ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Feb 16, 2013
First registration: Feb 18, 2013
Dual registered: no
Other names: ANGEL MELGOSA|ANGEL MELGOSA
IAPD individual key: 6122539

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FINANCIAL LIFE ADVISORS	Independent wealth	Jun 24, 2026	n/a	yes	SAN ANTONIO, TX	Current employment
YFP WEALTH	Independent wealth	Jan 4, 2023	Jun 23, 2026	no	Edinburg, TX\|NEW ALBANY, OH	Previous registration
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	Jun 9, 2022	Dec 2, 2022	no	Edinburg, TX\|SARASOTA, FL	Previous registration
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	Jan 4, 2022	Jun 9, 2022	no	SARASOTA, FL\|Edinburg, TX	Previous registration
MYLIFE FINANCIAL	n/a	Oct 28, 2021	Dec 14, 2023	no	EDINBURG, TX	Previous registration
YOUR RICHEST LIFE	State registered	Jul 9, 2021	Jan 3, 2022	no	PLANO, TX\|Edinburg, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 18, 2020	Dec 22, 2020	no	MCALLEN, TX	Previous registration
MYLIFE FINANCIAL	n/a	Aug 11, 2016	Mar 29, 2019	no	EDINBURG, TX	Previous registration
FINANCIAL LIFE ADVISORS	Independent wealth	Feb 18, 2013	Nov 13, 2018	no	SAN ANTONIO, TX\|MCALLEN, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
YFP WEALTH	FINANCIAL LIFE ADVISORS	Jun 23, 2026	Jun 24, 2026	1	Firm change	RIA to RIA
MYLIFE FINANCIAL	ORIGIN INVESTMENT ADVISORY LLC	Dec 14, 2023	Jan 4, 2022	-709	Firm change after gap	Other
ORIGIN INVESTMENT ADVISORY LLC	YFP WEALTH	Dec 2, 2022	Jan 4, 2023	33	Firm change	RIA to RIA
YOUR RICHEST LIFE	MYLIFE FINANCIAL	Jan 3, 2022	Oct 28, 2021	-67	Firm change after gap	Other
LPL FINANCIAL LLC	YOUR RICHEST LIFE	Dec 22, 2020	Jul 9, 2021	199	Firm change	Ibd to state RIA
MYLIFE FINANCIAL	LPL FINANCIAL LLC	Mar 29, 2019	Aug 18, 2020	508	Firm change after gap	Other
FINANCIAL LIFE ADVISORS	MYLIFE FINANCIAL	Nov 13, 2018	Aug 11, 2016	-824	Firm change after gap	Other

Relationships

Registered with (6)

→ FINANCIAL LIFE ADVISORSRegistered adviserregistration: previous registration
Feb 18, 2013 to Nov 13, 2018factForm ADV
→ YFP WEALTHRegistered adviserregistration: previous registration
Jan 4, 2023 to Jun 23, 2026factForm ADV
→ MYLIFE FINANCIALRegistered adviserregistration: previous registration
Oct 28, 2021 to Dec 14, 2023factForm ADV
→ ORIGIN INVESTMENT ADVISORY LLCRegistered adviserregistration: previous registration
Jun 9, 2022 to Dec 2, 2022factForm ADV
→ YOUR RICHEST LIFERegistered adviserregistration: previous registration
Jul 9, 2021 to Jan 3, 2022factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 18, 2020 to Dec 22, 2020factForm ADV

Dated events

Occurred
Jun 23, 2026
Advisor changed firm
Angel Melgoza left Yfp Wealth for Financial Life Advisors (registered 2026-06-24)
Form ADVobserved 6 days ago
Occurred
Dec 14, 2023
Advisor changed firm
Angel Melgoza left Mylife Financial for Origin Investment Advisory Llc (registered 2022-01-04)
Form ADVobserved 6 days ago
Occurred
Dec 2, 2022
Advisor changed firm
Angel Melgoza left Origin Investment Advisory Llc for Yfp Wealth (registered 2023-01-04)
Form ADVobserved 6 days ago
Occurred
Jan 3, 2022
Advisor changed firm
Angel Melgoza left Your Richest Life for Mylife Financial (registered 2021-10-28)
Form ADVobserved 6 days ago