DFX Intelligence

C••••••••• R••• W••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

C••••••••• R••• W••••

Advisor at F••••••• F•••••••• P•••••••

GRAPEVINE, TX

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Search this name across graphsid dfx:ria:b669ec6a-052b-851d-f693-18a8280eb33d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 10, 2015 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••••••• F•••••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••• F•••••••• P•••••••	State registered	Apr 18, 2018	n/a	yes	GRAPEVINE, TX	Current employment
C•••••••	Former SEC adviser	Jul 10, 2015	Apr 11, 2018	no	DALLAS, TX\|DALLAS, TX\|SAN ANTONIO, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••	F••••••• F•••••••• P•••••••	Apr 11, 2018	Apr 18, 2018	7	Firm change	RIA to state RIA

Relationships

Registered with (2)

→ F••••••• F•••••••• P•••••••Registered adviserregistration: current employment
Apr 18, 2018 to presentfactForm ADV
→ C•••••••Registered adviserregistration: previous registration
Jul 10, 2015 to Apr 11, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b669ec6a-052b-851d-f693-18a8280eb33d
First observed: Jul 10, 2015
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.