DFX Intelligence

C••••••••• T•••• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst24 years in industry

C••••••••• T•••• S•••••

Advisor at P•••••• A•••••••• I•••

DALLAS, TX

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Search this name across graphsid dfx:ria:b6756d58-adf9-ca5a-3952-796921533908

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 1, 2002 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: P•••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 23derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•• A••••••••• L••	State registered	Dec 15, 2008	n/a	yes	DALLAS, TX	Current employment
P•••••• A•••••••• I•••	Independent wealth	Jan 1, 2003	n/a	yes	DALLAS, TX	Current employment

Relationships

Registered with (2)

→ W•• A••••••••• L••Registered adviserregistration: current employment
Dec 15, 2008 to presentfactForm ADV
→ P•••••• A•••••••• I•••Registered adviserregistration: current employment
Jan 1, 2003 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b6756d58-adf9-ca5a-3952-796921533908
First observed: Jul 1, 2002
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.