DFX Intelligence

M••••••• G•••••• D•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

M••••••• G•••••• D•••

Advisor at W•••• R•••• I•••••••••

CEDAR PARK, TX | AUSTIN, TX

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Search this name across graphsid dfx:ria:bad00fd3-fd47-942f-e721-a884050fa628

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 4, 2008 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: W•••• R•••• I•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 18, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• R•••• I•••••••••	State registered	Mar 9, 2022	n/a	yes	CEDAR PARK, TX\|AUSTIN, TX	Current employment
U••• C•••••• W••••• A•••••••• L••	Bd affiliated wealth	Feb 5, 2019	Feb 11, 2022	no	HOUSTON, TX\|Austin, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U••• C•••••• W••••• A•••••••• L••	W•••• R•••• I•••••••••	Feb 11, 2022	Mar 9, 2022	26	Firm change	Ibd to state RIA
S•••••••• A••••••• L••	U••• C•••••• W••••• A•••••••• L••	Mar 4, 2018	Feb 5, 2019

Relationships

Registered with (4)

→ W•••• R•••• I•••••••••Registered adviserregistration: current employment
Mar 9, 2022 to presentfactForm ADV
→ U••• C•••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 5, 2019 to Feb 11, 2022factForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Sep 1, 2011 to Mar 4, 2018factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Feb 11, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bad00fd3-fd47-942f-e721-a884050fa628
First observed: Feb 4, 2008
Last observed: Sep 15, 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.