DFX Intelligence

A••• C•••••• G•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

A••• C•••••• G•••••••••

Advisor at C••••••

DALLAS, TX

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Search this name across graphsid dfx:ria:bff8087e-f9b4-1300-ab08-6a5cb9a963ba

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 1
Observed: Feb 28, 2005 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

A••• C•••••• G•••••••••

Private equity principal · key crd individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 25, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••	Independent wealth	Nov 18, 2022	n/a	yes	DALLAS, TX	Current employment
R•• W••••• A•••••••	Former SEC adviser	Dec 18, 2015	Mar 31, 2023	no	DALLAS, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•• W••••• A•••••••	C••••••	Mar 31, 2023	Nov 18, 2022	-133	Bulk transfer	RIA to RIA
T••• N•••• A•••••••• L••	R•• W••••• A•••••••	Apr 16, 2015	Dec 18, 2015

Relationships

Registered with (5)

→ C••••••Registered adviserregistration: current employment
Nov 18, 2022 to presentfactForm ADV
→ R•• W••••• A•••••••Registered adviserregistration: previous registration
Dec 18, 2015 to Mar 31, 2023factForm ADV
→ T••• N•••• A•••••••• L••Registered adviserregistration: previous registration
Aug 21, 2007 to Apr 16, 2015factForm ADV
→ A••••••• S••••••••• G••••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bff8087e-f9b4-1300-ab08-6a5cb9a963ba
First observed: Feb 28, 2005
Last observed: Sep 14, 2026 9 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.